NewEdge Advisors’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $77.6M | Buy |
817,242
+51,204
| +7% | +$4.89M | 0.28% | 66 |
|
|
2025
Q4 | $72.9M | Buy |
766,038
+64,545
| +9% | +$6.16M | 0.26% | 72 |
|
|
2025
Q3 | $66.7M | Buy |
701,493
+51,723
| +8% | +$4.86M | 0.3% | 63 |
|
|
2025
Q2 | $61M | Buy |
649,770
+49,635
| +8% | +$4.6M | 0.31% | 62 |
|
|
2025
Q1 | $56.3M | Sell |
600,135
-86,139
| -13% | -$7.97M | 0.33% | 60 |
|
|
2024
Q4 | $62.9M | Buy |
686,274
+138,678
| +25% | +$12.9M | 0.38% | 49 |
|
|
2024
Q3 | $52.5M | Buy |
547,596
+74,215
| +16% | +$7.01M | 0.34% | 53 |
|
|
2024
Q2 | $43.5M | Buy |
473,381
+171,846
| +57% | +$15.7M | 0.32% | 59 |
|
|
2024
Q1 | $27.9M | Buy |
301,535
+76,858
| +34% | +$7.11M | 0.24% | 97 |
|
|
2023
Q4 | $21M | Buy |
224,677
+24,743
| +12% | +$2.22M | 0.2% | 115 |
|
|
2023
Q3 | $17.8M | Sell |
199,934
-23,812
| -11% | -$2.18M | 0.2% | 118 |
|
|
2023
Q2 | $20.9M | Buy |
223,746
+12,281
| +6% | +$1.16M | 0.24% | 101 |
|
|
2023
Q1 | $20M | Buy |
211,465
+35,576
| +20% | +$3.36M | 0.25% | 95 |
|
|
2022
Q4 | $4.09M | Buy |
175,889
+92,641
| +111% | +$8.54M | 0.11% | 207 |
|
|
2022
Q3 | $7.62M | Sell |
83,248
-8,439
| -9% | -$818K | 0.13% | 177 |
|
|
2022
Q2 | $8.94M | Sell |
91,687
-8,692
| -9% | -$852K | 0.15% | 149 |
|
|
2022
Q1 | $10.2M | Sell |
100,379
-10,069
| -9% | -$1.05M | 0.16% | 144 |
|
|
2021
Q4 | $11.9M | Buy |
110,448
+44,867
| +68% | +$4.83M | 0.18% | 126 |
|
|
2021
Q3 | $7.09M | Buy |
65,581
+8,367
| +15% | +$907K | 0.18% | 123 |
|
|
2021
Q2 | $6.19M | Sell |
57,214
-3,287
| -5% | -$356K | 0.16% | 131 |
|
|
2021
Q1 | $6.56M | Sell |
60,501
-50,221
| -45% | -$5.5M | 0.2% | 117 |
|
|
2020
Q4 | $12.2M | Buy |
110,722
+93,146
| +530% | +$10.3M | 0.4% | 56 |
|
|
2020
Q3 | $1.94M | Buy |
17,576
+798
| +5% | +$88.2K | 0.07% | 251 |
|
|
2020
Q2 | $1.86M | Sell |
16,778
-65,545
| -80% | -$7.26M | 0.07% | 236 |
|
|
2020
Q1 | $9.09M | Sell |
82,323
-18,235
| -18% | -$1.98M | 0.44% | 61 |
|
|
2019
Q4 | $10.9M | Buy |
100,558
+7,954
| +9% | +$859K | 0.43% | 55 |
|
|
2019
Q3 | $10M | Buy |
92,604
+50,352
| +119% | +$5.43M | 0.45% | 59 |
|
|
2019
Q2 | $4.55M | Buy |
42,252
+36,149
| +592% | +$3.85M | 0.28% | 92 |
|
|
2019
Q1 | $649K | Sell |
6,103
-117
| -2% | -$12.3K | 0.04% | 343 |
|
|
2018
Q4 | $651 | Buy |
6,220
+1,636
| +36% | +$168K | 0.04% | 313 |
|
|
2018
Q3 | $474K | Buy |
4,584
+263
| +6% | +$27.3K | 0.04% | 370 |
|
|
2018
Q2 | $449 | Buy |
4,321
+438
| +11% | +$45.5K | 0.04% | 326 |
|
|
2018
Q1 | $405K | Sell |
3,883
-1,206
| -24% | -$126K | 0.05% | 299 |
|
|
2017
Q4 | $542K | Buy |
5,089
+542
| +12% | +$57.8K | 0.07% | 227 |
|
|
2017
Q3 | $486K | Buy |
4,547
+3,207
| +239% | +$344K | 0.08% | 214 |
|
|
2017
Q2 | $143K | Buy |
+1,340
| New | +$143K | 0.02% | 361 |
|
Other funds holding MBB
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TCIIS
NewEdge Advisors's MBB Position: Q1 2026 in Review
NewEdge Advisors increased its iShares MBS ETF (MBB) stake by 6.7% in Q1 2026, buying an estimated $4.89M and bringing the position to 817,242 shares worth $77.6M. The position accounts for 0.28% of the portfolio, ranked #66.
NewEdge Advisors first reported a position in MBB in Q2 2017 and has held it in 36 quarters since. 1,024 funds tracked by Wall St. Rank hold MBB as of Q1 2026.
- NewEdge Advisors held 817,242 shares of iShares MBS ETF worth $77.6M as of Q1 2026.
- NewEdge Advisors bought 51,204 iShares MBS ETF shares in Q1 2026, an estimated $4.89M.
- iShares MBS ETF made up 0.28% of NewEdge Advisors's portfolio in Q1 2026, its #66 holding.
- NewEdge Advisors first reported a position in iShares MBS ETF in Q2 2017 and has held it in 36 quarters since.
- 1,024 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.