May Hill Capital’s iShares MBS ETF MBB Stock Holding History

May Hill Capital’s Portfolio MBB Stock Details MBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.11M	Buy	22,251 +3,760	+20%	+$359K	0.53%	38
2025 Q4	$1.76M	Buy	18,491 +4,157	+29%	+$397K	0.47%	43
2025 Q3	$1.36M	Buy	14,334 +1,174	+9%	+$110K	0.4%	47
2025 Q2	$1.24M	Buy	13,160 +10,502	+395%	+$973K	0.41%	47
2025 Q1	$249K	Buy	+2,658	New	+$246K	0.09%	149

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

May Hill Capital's MBB Position: Q1 2026 in Review

May Hill Capital increased its iShares MBS ETF (MBB) stake by 20% in Q1 2026, buying an estimated $359K and bringing the position to 22,251 shares worth $2.11M. The position accounts for 0.53% of the portfolio, ranked #38.

May Hill Capital first reported a position in MBB in Q1 2025 and has held it in 5 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

May Hill Capital held 22,251 shares of iShares MBS ETF worth $2.11M as of Q1 2026.
May Hill Capital bought 3,760 iShares MBS ETF shares in Q1 2026, an estimated $359K.
iShares MBS ETF made up 0.53% of May Hill Capital's portfolio in Q1 2026, its #38 holding.
May Hill Capital first reported a position in iShares MBS ETF in Q1 2025 and has held it in 5 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.