NBT Bank’s iShares MBS ETF MBB Stock Holding History

NBT Bank’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	$694K	Buy	7,308 +1,743	+31%	+$167K	0.05%	241
2025 Q4	$648K	Hold	5,565	–	–	0.04%	246
2025 Q3	$648K	Sell	5,565 -1,241	-18%	-$117K	0.04%	247
2025 Q2	$639K	Hold	6,806	–	–	0.04%	247
2025 Q1	$638K	Sell	6,806 -1,646	-19%	-$152K	0.05%	248
2024 Q4	$775K	Sell	8,452 -281	-3%	-$26.2K	0.05%	235
2024 Q3	$837K	Sell	8,733 -975	-10%	-$92.2K	0.06%	231
2024 Q2	$891K	Sell	9,708 -1,099	-10%	-$100K	0.06%	222
2024 Q1	$999K	Sell	10,807 -1,497	-12%	-$138K	0.07%	200
2023 Q4	$1.16M	Buy	12,304 +4,309	+54%	+$386K	0.09%	192
2023 Q3	$710K	Buy	7,995 +895	+13%	+$81.8K	0.07%	189
2023 Q2	$662K	Buy	+7,100	New	+$668K	0.09%	156

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 $74.2B AUM 21.09% 1-Year Est. Return

NBT Bank's MBB Position: Q1 2026 in Review

NBT Bank increased its iShares MBS ETF (MBB) stake by 31% in Q1 2026, buying an estimated $167K and bringing the position to 7,308 shares worth $694K. The position accounts for 0.05% of the portfolio, ranked #241.

NBT Bank first reported a position in MBB in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

NBT Bank held 7,308 shares of iShares MBS ETF worth $694K as of Q1 2026.
NBT Bank bought 1,743 iShares MBS ETF shares in Q1 2026, an estimated $167K.
iShares MBS ETF made up 0.05% of NBT Bank's portfolio in Q1 2026, its #241 holding.
NBT Bank first reported a position in iShares MBS ETF in Q2 2023 and has held it in 12 quarters since.
NBT Bank's iShares MBS ETF position peaked at $1.16M in Q4 2023.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.