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Smartleaf Asset Management’s iShares MBS ETF MBB Stock Holding History

Smartleaf Asset 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
Q2 		$9.29M Hold
97,805
– – 0.3% 66
2026
Q1 		$9.26M Buy
97,805
+3,709
+4% +$354K 0.33% 57
2025
Q4 		$8.98M Buy
94,096
+4,750
+5% +$453K 0.34% 54
2025
Q3 		$8.5M Buy
89,346
+7,546
+9% +$709K 0.53% 33
2025
Q2 		$7.65M Buy
81,800
+14,623
+22% +$1.36M 0.67% 22
2025
Q1 		$6.29M Buy
67,177
+59,751
+805% +$5.53M 0.61% 30
2024
Q4 		$681K Buy
7,426
+1,351
+22% +$126K 0.07% 276
2024
Q3 		$584K Buy
6,075
+465
+8% +$44K 0.07% 276
2024
Q2 		$518K Sell
5,610
-3,407
-38% -$310K 0.08% 240
2024
Q1 		$836K Buy
9,017
+914
+11% +$84.5K 0.16% 150
2023
Q4 		$763K Buy
+8,103
New +$727K 0.2% 112

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

Smartleaf Asset Management's MBB Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 97,805 shares worth $9.29M. The position accounts for 0.3% of the portfolio, ranked #66.

Smartleaf Asset Management first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Smartleaf Asset Management held 97,805 shares of iShares MBS ETF worth $9.29M as of Q2 2026.
  • Smartleaf Asset Management left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up 0.3% of Smartleaf Asset Management's portfolio in Q2 2026, its #66 holding.
  • Smartleaf Asset Management first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.