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Orleans Capital Management’s iShares MBS ETF MBB Stock Holding History

Orleans Capital Management’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 		$251K Buy
+2,643
New +$253K 0.17% 91
2025
Q2 		– Sell
-2,393
Closed -$224K – 110
2025
Q1 		$224K Hold
2,393
– – 0.13% 88
2024
Q4 		$220K Buy
+2,393
New +$223K 0.12% 89

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Orleans Capital Management's MBB Position: Q1 2026 in Review

Orleans Capital Management opened a new position in iShares MBS ETF (MBB) in Q1 2026: 2,643 shares worth $251K. The stake represents 0.17% of the portfolio and ranks #91 among its holdings. This is a return to the name: Orleans Capital Management previously reported a position in MBB as recently as Q1 2025.

Orleans Capital Management first reported a position in MBB in Q4 2024 and has held it in 3 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Orleans Capital Management held 2,643 shares of iShares MBS ETF worth $251K as of Q1 2026.
  • iShares MBS ETF was a new Orleans Capital Management position in Q1 2026.
  • iShares MBS ETF made up 0.17% of Orleans Capital Management's portfolio in Q1 2026, its #91 holding.
  • Orleans Capital Management first reported a position in iShares MBS ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Orleans Capital Management's 13F filing for Q1 2026, filed 14 May 2026.