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MidWestOne Financial Group’s iShares MBS ETF MBB Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$2.03M Buy
21,334
+2,894
+16% +$276K 0.23% 92
2025
Q3 		$1.75M Buy
18,440
+304
+2% +$28.6K 0.21% 103
2025
Q2 		$1.7M Sell
18,136
-1,456
-7% -$135K 0.22% 106
2025
Q1 		$1.84M Sell
19,592
-290
-1% -$26.8K 0.26% 84
2024
Q4 		$1.82M Sell
19,882
-709
-3% -$66K 0.26% 81
2024
Q3 		$1.97M Buy
20,591
+1,910
+10% +$181K 0.27% 81
2024
Q2 		$1.72M Sell
18,681
-4,046
-18% -$369K 0.31% 84
2024
Q1 		$2.1M Sell
22,727
-952
-4% -$88.1K 0.38% 67
2023
Q4 		$2.23M Buy
23,679
+6,979
+42% +$626K 0.42% 58
2023
Q3 		$1.48M Buy
16,700
+4,897
+41% +$448K 0.34% 78
2023
Q2 		$1.1M Sell
11,803
-509
-4% -$47.9K 0.24% 107
2023
Q1 		$1.17M Sell
12,312
-526
-4% -$49.7K 0.26% 97
2022
Q4 		$1.19M Buy
12,838
+3,632
+39% +$335K 0.27% 86
2022
Q3 		$843K Sell
9,206
-263
-3% -$25.5K 0.21% 116
2022
Q2 		$923K Sell
9,469
-503
-5% -$49.3K 0.23% 103
2022
Q1 		$1.02M Sell
9,972
-2,550
-20% -$266K 0.22% 110
2021
Q4 		$1.34M Sell
12,522
-2,888
-19% -$311K 0.28% 91
2021
Q3 		$1.67M Sell
15,410
-1,424
-8% -$154K 0.39% 54
2021
Q2 		$1.82M Sell
16,834
-4,259
-20% -$462K 0.43% 51
2021
Q1 		$2.29M Buy
21,093
+3,316
+19% +$363K 0.55% 34
2020
Q4 		$1.96M Sell
17,777
-218
-1% -$24K 0.54% 40
2020
Q3 		$1.99M Buy
17,995
+5,763
+47% +$637K 0.66% 29
2020
Q2 		$1.35M Buy
12,232
+1,892
+18% +$209K 0.57% 30
2020
Q1 		$1.14M Buy
10,340
+1,562
+18% +$170K 0.42% 54
2019
Q4 		$948K Buy
8,778
+420
+5% +$45.4K 0.2% 91
2019
Q3 		$905K Buy
8,358
+5,600
+203% +$604K 0.28% 85
2019
Q2 		$297K Buy
+2,758
New +$293K 0.08% 210

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

MidWestOne Financial Group's MBB Position: Q4 2025 in Review

MidWestOne Financial Group increased its iShares MBS ETF (MBB) stake by 16% in Q4 2025, buying an estimated $276K and bringing the position to 21,334 shares worth $2.03M. The position accounts for 0.23% of the portfolio, ranked #92.

MidWestOne Financial Group first reported a position in MBB in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.29M in Q1 2021. 1,018 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • MidWestOne Financial Group held 21,334 shares of iShares MBS ETF worth $2.03M as of Q4 2025.
  • MidWestOne Financial Group bought 2,894 iShares MBS ETF shares in Q4 2025, an estimated $276K.
  • iShares MBS ETF made up 0.23% of MidWestOne Financial Group's portfolio in Q4 2025, its #92 holding.
  • MidWestOne Financial Group first reported a position in iShares MBS ETF in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's iShares MBS ETF position peaked at $2.29M in Q1 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.