NL
MBB icon

NVWM LLC’s iShares MBS ETF MBB Stock Holding History

NVWM LLC’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 		$1.99M Buy
20,972
+18,574
+775% +$1.77M 0.44% 65
2025
Q4 		$228K Buy
+2,398
New +$229K 0.05% 192
2025
Q2 		– Sell
-3,112
Closed -$292K – 703
2025
Q1 		$292K Buy
+3,112
New +$288K 0.08% 187
2023
Q3 		– Sell
-117
Closed -$10.9K – 462
2023
Q2 		$10.9K Buy
+117
New +$11K ﹤0.01% 334
2022
Q3 		– Sell
-8,028
Closed -$783K – 473
2022
Q2 		$783K Buy
+8,028
New +$787K 0.3% 108
2020
Q4 		– Sell
-25
Closed -$3K – 419
2020
Q3 		$3K Buy
+25
New +$2.77K ﹤0.01% 326

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 $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return