Oppenheimer Asset Management’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
$4.63M Buy
48,787
+1,264
+3% +$121K 0.05% 341
2025
Q4
$4.53M Sell
47,523
-7,925
-14% -$756K 0.06% 320
2025
Q3
$5.28M Sell
55,448
-1,169
-2% -$110K 0.06% 329
2025
Q2
$5.32M Buy
56,617
+4,520
+9% +$419K 0.06% 326
2025
Q1
$4.89M Sell
52,097
-66
-0.1% -$6.1K 0.06% 317
2024
Q4
$4.78M Buy
52,163
+3,864
+8% +$360K 0.06% 327
2024
Q3
$4.63M Buy
48,299
+960
+2% +$90.7K 0.06% 340
2024
Q2
$4.35M Buy
47,339
+16,340
+53% +$1.49M 0.06% 340
2024
Q1
$2.86M Buy
30,999
+7,620
+33% +$705K 0.04% 396
2023
Q4
$2.2M Sell
23,379
-392
-2% -$35.2K 0.03% 490
2023
Q3
$2.11M Buy
23,771
+1,096
+5% +$100K 0.03% 474
2023
Q2
$2.11M Sell
22,675
-165
-0.7% -$15.5K 0.03% 493
2023
Q1
$2.16M Buy
22,840
+55
+0.2% +$5.19K 0.03% 468
2022
Q4
$2.11M Buy
22,785
+474
+2% +$43.7K 0.03% 462
2022
Q3
$2.04M Sell
22,311
-1,030
-4% -$99.8K 0.04% 443
2022
Q2
$2.28M Sell
23,341
-1,431
-6% -$140K 0.04% 430
2022
Q1
$2.52M Buy
24,772
+499
+2% +$52.1K 0.04% 466
2021
Q4
$2.61M Sell
24,273
-188
-0.8% -$20.2K 0.03% 466
2021
Q3
$2.65M Sell
24,461
-23,543
-49% -$2.55M 0.04% 443
2021
Q2
$5.2M Buy
48,004
+2,075
+5% +$225K 0.07% 295
2021
Q1
$4.98M Buy
45,929
+24,634
+116% +$2.7M 0.08% 295
2020
Q4
$2.35M Sell
21,295
-824
-4% -$90.7K 0.04% 438
2020
Q3
$2.44M Sell
22,119
-714
-3% -$79K 0.05% 387
2020
Q2
$2.53M Sell
22,833
-33,537
-59% -$3.71M 0.05% 357
2020
Q1
$6.23M Buy
56,370
+48,458
+612% +$5.27M 0.15% 159
2019
Q4
$855K Sell
7,912
-888
-10% -$95.9K 0.02% 670
2019
Q3
$953K Sell
8,800
-3,027
-26% -$327K 0.02% 621
2019
Q2
$1.27M Sell
11,827
-109,248
-90% -$11.6M 0.03% 540
2019
Q1
$12.9M Sell
121,075
-3,776
-3% -$397K 0.29% 80
2018
Q4
$13.1M Buy
124,851
+1,274
+1% +$131K 0.32% 70
2018
Q3
$12.8M Sell
123,577
-11,999
-9% -$1.25M 0.28% 84
2018
Q2
$14.1M Buy
135,576
+10,823
+9% +$1.12M 0.35% 73
2018
Q1
$13.1M Buy
124,753
+109,699
+729% +$11.5M 0.33% 77
2017
Q4
$1.61M Hold
15,054
0.04% 440
2017
Q3
$1.61M Buy
15,054
+389
+3% +$41.7K 0.04% 442
2017
Q2
$1.57M Sell
14,665
-330
-2% -$35.3K 0.04% 434
2017
Q1
$1.6M Buy
+14,995
New +$1.59M 0.05% 409

Other funds holding MBB

Oppenheimer Asset Management's MBB Position: Q1 2026 in Review

Oppenheimer Asset Management increased its iShares MBS ETF (MBB) stake by 2.7% in Q1 2026, buying an estimated $121K and bringing the position to 48,787 shares worth $4.63M. The position accounts for 0.05% of the portfolio, ranked #341.

Oppenheimer Asset Management first reported a position in MBB in Q1 2017 and has held it in 37 quarters since. The position peaked at $14.1M in Q2 2018. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Oppenheimer Asset Management held 48,787 shares of iShares MBS ETF worth $4.63M as of Q1 2026.
  • Oppenheimer Asset Management bought 1,264 iShares MBS ETF shares in Q1 2026, an estimated $121K.
  • iShares MBS ETF made up 0.05% of Oppenheimer Asset Management's portfolio in Q1 2026, its #341 holding.
  • Oppenheimer Asset Management first reported a position in iShares MBS ETF in Q1 2017 and has held it in 37 quarters since.
  • Oppenheimer Asset Management's iShares MBS ETF position peaked at $14.1M in Q2 2018.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.