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Redwood Investment Management’s iShares MBS ETF MBB Stock Holding History

Redwood Investment 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 		$2.94M Buy
31,004
+3,306
+12% +$316K 0.37% 35
2025
Q4 		$2.64M Buy
27,698
+8,761
+46% +$836K 0.3% 40
2025
Q3 		$1.8M Buy
18,937
+1,978
+12% +$186K 0.2% 78
2025
Q2 		$1.59M Sell
16,959
-3,926
-19% -$364K 0.17% 125
2025
Q1 		$1.96M Buy
20,885
+2,304
+12% +$213K 0.21% 81
2024
Q4 		$1.7M Buy
18,581
+1,332
+8% +$124K 0.17% 140
2024
Q3 		$1.65M Buy
17,249
+874
+5% +$82.6K 0.15% 180
2024
Q2 		$1.5M Buy
16,375
+1,693
+12% +$154K 0.13% 180
2024
Q1 		$1.36M Buy
14,682
+758
+5% +$70.1K 0.13% 228
2023
Q4 		$1.31M Buy
13,924
+2,697
+24% +$242K 0.12% 227
2023
Q3 		$997K Buy
+11,227
New +$1.03M 0.09% 229

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

Redwood Investment Management's MBB Position: Q1 2026 in Review

Redwood Investment Management increased its iShares MBS ETF (MBB) stake by 12% in Q1 2026, buying an estimated $316K and bringing the position to 31,004 shares worth $2.94M. The position accounts for 0.37% of the portfolio, ranked #35.

Redwood Investment Management first reported a position in MBB in Q3 2023 and has held it in 11 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Redwood Investment Management held 31,004 shares of iShares MBS ETF worth $2.94M as of Q1 2026.
  • Redwood Investment Management bought 3,306 iShares MBS ETF shares in Q1 2026, an estimated $316K.
  • iShares MBS ETF made up 0.37% of Redwood Investment Management's portfolio in Q1 2026, its #35 holding.
  • Redwood Investment Management first reported a position in iShares MBS ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

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