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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Smartleaf Asset Management's MBB Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares MBS ETF (MBB) stake by 3.9% in Q1 2026, buying an estimated $354K and bringing the position to 97,805 shares worth $9.26M. The position accounts for 0.33% of the portfolio, ranked #57.

Smartleaf Asset Management first reported a position in MBB in Q4 2023 and has held it in 10 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Smartleaf Asset Management held 97,805 shares of iShares MBS ETF worth $9.26M as of Q1 2026.
Smartleaf Asset Management bought 3,709 iShares MBS ETF shares in Q1 2026, an estimated $354K.
iShares MBS ETF made up 0.33% of Smartleaf Asset Management's portfolio in Q1 2026, its #57 holding.
Smartleaf Asset Management first reported a position in iShares MBS ETF in Q4 2023 and has held it in 10 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.