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Sierra Capital’s iShares MBS ETF MBB Stock Holding History

Sierra Capital’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 		$2.67M Hold
28,777
– – 0.29% 71
2025
Q4 		$2.74M Sell
28,777
-153
-0.5% -$14.6K 0.29% 70
2025
Q3 		$2.8M Sell
28,930
-1,800
-6% -$169K 0.31% 75
2025
Q2 		$2.87M Hold
30,730
– – 0.33% 74
2025
Q1 		$2.88M Sell
30,730
-607
-2% -$56.1K 0.35% 65
2024
Q4 		$2.87M Buy
31,337
+994
+3% +$92.6K 0.34% 71
2024
Q3 		$2.91M Buy
30,343
+2,356
+8% +$223K 0.35% 70
2024
Q2 		$2.57M Buy
27,987
+6,863
+32% +$625K 0.34% 71
2024
Q1 		$1.95M Sell
21,124
-3,067
-13% -$284K 0.26% 86
2023
Q4 		$2.28M Buy
24,191
+875
+4% +$78.5K 0.33% 71
2023
Q3 		$2.07M Buy
23,316
+26
+0.1% +$2.38K 0.33% 72
2023
Q2 		$2.17M Buy
23,290
+1,393
+6% +$131K 0.34% 69
2023
Q1 		$2.07M Buy
21,897
+7,631
+53% +$721K 0.34% 68
2022
Q4 		$1.32M Buy
14,266
+2,917
+26% +$269K 0.23% 85
2022
Q3 		$1.04M Buy
11,349
+2,684
+31% +$260K 0.19% 97
2022
Q2 		$845K Sell
8,665
-700
-7% -$68.7K 0.15% 108
2022
Q1 		$954K Buy
9,365
+4,414
+89% +$461K 0.15% 111
2021
Q4 		$532K Hold
4,951
– – 0.08% 139
2021
Q3 		$534K Sell
4,951
-215
-4% -$23.3K 0.09% 131
2021
Q2 		$559K Buy
5,166
+4
+0.1% +$434 0.1% 119
2021
Q1 		$559K Buy
+5,162
New +$565K 0.1% 115

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

Sierra Capital's MBB Position: Q1 2026 in Review

Sierra Capital held its iShares MBS ETF (MBB) position steady in Q1 2026 at 28,777 shares worth $2.67M. The position accounts for 0.29% of the portfolio, ranked #71.

Sierra Capital first reported a position in MBB in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.91M in Q3 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Sierra Capital held 28,777 shares of iShares MBS ETF worth $2.67M as of Q1 2026.
  • Sierra Capital left its iShares MBS ETF share count unchanged in Q1 2026.
  • iShares MBS ETF made up 0.29% of Sierra Capital's portfolio in Q1 2026, its #71 holding.
  • Sierra Capital first reported a position in iShares MBS ETF in Q1 2021 and has held it in 21 quarters since.
  • Sierra Capital's iShares MBS ETF position peaked at $2.91M in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.