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Pinnacle Bancorp’s iShares MBS ETF MBB Stock Holding History

Pinnacle Bancorp’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 		$711K Sell
7,486
-14
-0.2% -$1.34K 0.21% 89
2025
Q4 		$714K Buy
7,500
+73
+1% +$6.96K 0.21% 88
2025
Q3 		$707K Sell
7,427
-850
-10% -$79.9K 0.21% 88
2025
Q2 		$777K Sell
8,277
-1,564
-16% -$145K 0.24% 77
2025
Q1 		$923K Sell
9,841
-731
-7% -$67.6K 0.3% 60
2024
Q4 		$969K Buy
10,572
+1,648
+18% +$153K 0.32% 60
2024
Q3 		$855K Buy
8,924
+378
+4% +$35.7K 0.23% 67
2024
Q2 		$785K Buy
8,546
+2,770
+48% +$252K 0.23% 62
2024
Q1 		$534K Buy
5,776
+1,608
+39% +$149K 0.16% 95
2023
Q4 		$392K Buy
+4,168
New +$374K 0.13% 114
2021
Q3 		– Sell
-502
Closed -$54K – 749
2021
Q2 		$54K Hold
502
– – 0.02% 339
2021
Q1 		$54K Hold
502
– – 0.03% 329
2020
Q4 		$55K Buy
502
+11
+2% +$1.21K 0.03% 307
2020
Q3 		$54K Buy
491
+36
+8% +$3.98K 0.04% 296
2020
Q2 		$50K Hold
455
– – 0.04% 292
2020
Q1 		$50K Sell
455
-429
-49% -$46.7K 0.04% 259
2019
Q4 		$96K Buy
884
+38
+4% +$4.11K 0.07% 217
2019
Q3 		$92K Buy
846
+16
+2% +$1.73K 0.05% 216
2019
Q2 		$89K Buy
830
+31
+4% +$3.3K 0.05% 222
2019
Q1 		$85K Buy
799
+12
+2% +$1.26K 0.05% 229
2018
Q4 		$82K Buy
+787
New +$81K 0.05% 227

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

Pinnacle Bancorp's MBB Position: Q1 2026 in Review

Pinnacle Bancorp reduced its iShares MBS ETF (MBB) stake by 0.19% in Q1 2026, selling an estimated $1.34K and leaving 7,486 shares worth $711K. The position accounts for 0.21% of the portfolio, ranked #89.

Pinnacle Bancorp first reported a position in MBB in Q4 2018 and has held it in 21 quarters since. The position peaked at $969K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Pinnacle Bancorp held 7,486 shares of iShares MBS ETF worth $711K as of Q1 2026.
  • Pinnacle Bancorp sold 14 iShares MBS ETF shares in Q1 2026, an estimated $1.34K.
  • iShares MBS ETF made up 0.21% of Pinnacle Bancorp's portfolio in Q1 2026, its #89 holding.
  • Pinnacle Bancorp first reported a position in iShares MBS ETF in Q4 2018 and has held it in 21 quarters since.
  • Pinnacle Bancorp's iShares MBS ETF position peaked at $969K in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.