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Richmond Investment Services’s iShares MBS ETF MBB Stock Holding History

Richmond Investment Services’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 		$2.15M Buy
22,687
+2,590
+13% +$247K 0.35% 48
2025
Q4 		$1.91M Buy
20,097
+1,255
+7% +$120K 0.33% 49
2025
Q3 		$1.79M Buy
18,842
+4,784
+34% +$449K 0.33% 50
2025
Q2 		$1.32M Buy
+14,058
New +$1.3M 0.28% 59

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

Richmond Investment Services's MBB Position: Q1 2026 in Review

Richmond Investment Services increased its iShares MBS ETF (MBB) stake by 13% in Q1 2026, buying an estimated $247K and bringing the position to 22,687 shares worth $2.15M. The position accounts for 0.35% of the portfolio, ranked #48.

Richmond Investment Services first reported a position in MBB in Q2 2025 and has held it in 4 quarters since. 1,020 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Richmond Investment Services held 22,687 shares of iShares MBS ETF worth $2.15M as of Q1 2026.
  • Richmond Investment Services bought 2,590 iShares MBS ETF shares in Q1 2026, an estimated $247K.
  • iShares MBS ETF made up 0.35% of Richmond Investment Services's portfolio in Q1 2026, its #48 holding.
  • Richmond Investment Services first reported a position in iShares MBS ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,020 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.