Principal Financial Group
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Principal Financial Group’s iShares MBS ETF MBB Stock Holding History

Principal Financial Group’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 		– Sell
-3,126
Closed -$297K – 2250
2025
Q4 		$297K Buy
3,126
+13
+0.4% +$1.24K ﹤0.01% 2090
2025
Q3 		$296K Sell
3,113
-198
-6% -$18.6K ﹤0.01% 2121
2025
Q2 		$311K Buy
3,311
+3
+0.1% +$278 ﹤0.01% 2059
2025
Q1 		$310K Buy
3,308
+15
+0.5% +$1.39K ﹤0.01% 1988
2024
Q4 		$302K Buy
3,293
+272
+9% +$25.3K ﹤0.01% 2033
2024
Q3 		$289K Buy
+3,021
New +$286K ﹤0.01% 2033
2024
Q2 		– Sell
-6,448
Closed -$596K – 2415
2024
Q1 		$596K Buy
6,448
+229
+4% +$21.2K ﹤0.01% 1948
2023
Q4 		$585K Buy
6,219
+17
+0.3% +$1.52K ﹤0.01% 1930
2023
Q3 		$551K Buy
6,202
+1,182
+24% +$108K ﹤0.01% 1928
2023
Q2 		$468K Sell
5,020
-956,941
-99% -$90M ﹤0.01% 1972
2023
Q1 		$91.1M Buy
961,961
+956,759
+18,392% +$90.3M 0.07% 256
2022
Q4 		$483K Buy
5,202
+2,312
+80% +$213K ﹤0.01% 1984
2022
Q3 		$265K Buy
2,890
+43
+2% +$4.17K ﹤0.01% 2117
2022
Q2 		$278K Buy
2,847
+882
+45% +$86.5K ﹤0.01% 2207
2022
Q1 		$200K Buy
+1,965
New +$205K ﹤0.01% 2337
2021
Q4 		– Sell
-2,200
Closed -$238K – 2591
2021
Q3 		$238K Sell
2,200
-1,089
-33% -$118K ﹤0.01% 2383
2021
Q2 		$356K Sell
3,289
-807
-20% -$87.5K ﹤0.01% 2300
2021
Q1 		$444K Sell
4,096
-2,118
-34% -$232K ﹤0.01% 2182
2020
Q4 		$684K Buy
6,214
+3,660
+143% +$403K ﹤0.01% 2033
2020
Q3 		$282K Buy
+2,554
New +$282K ﹤0.01% 2140
2020
Q2 		– Sell
-1,741,289
Closed -$192M – 2348
2020
Q1 		$192M Sell
1,741,289
-1,511
-0.1% -$164K 0.21% 127
2019
Q4 		$188M Sell
1,742,800
-570,674
-25% -$61.7M 0.16% 175
2019
Q3 		$251M Buy
2,313,474
+2,311,350
+108,821% +$249M 0.22% 118
2019
Q2 		$229K Buy
+2,124
New +$226K ﹤0.01% 2120

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Principal Financial Group's MBB Position: Q1 2026 in Review

Principal Financial Group sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 3,126 shares — an estimated $297K sold.

Principal Financial Group first reported a position in MBB in Q2 2019 and held it in 24 quarters. The position peaked at $251M in Q3 2019. 1,027 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Principal Financial Group reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 3,126 iShares MBS ETF shares in Q1 2026, an estimated $297K.
  • Principal Financial Group first reported a position in iShares MBS ETF in Q2 2019 and held it in 24 quarters.
  • Principal Financial Group's iShares MBS ETF position peaked at $251M in Q3 2019.
  • 1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.