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

Stansberry 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	$19.1M	Buy	202,306 +6,421	+3%	+$607K	1.75%	16
2026 Q1	$18.6M	Buy	195,885 +43,313	+28%	+$4.14M	1.91%	14
2025 Q4	$14.5M	Sell	152,572 -13,023	-8%	-$1.24M	1.47%	23
2025 Q3	$15.8M	Sell	165,595 -56,019	-25%	-$5.26M	1.65%	19
2025 Q2	$20.8M	Buy	+221,614	New	+$20.5M	2.27%	9
2024 Q4	–	Sell	-49,117	Closed	-$4.71M	–	129
2024 Q3	$4.71M	Sell	49,117 -2,991	-6%	-$283K	0.59%	61
2024 Q2	$4.78M	Buy	52,108 +827	+2%	+$75.3K	0.63%	63
2024 Q1	$4.74M	Sell	51,281 -1,192	-2%	-$110K	0.64%	56
2023 Q4	$4.94M	Sell	52,473 -3,469	-6%	-$311K	0.82%	41
2023 Q3	$4.97M	Buy	55,942 +19,613	+54%	+$1.79M	0.87%	41
2023 Q2	$3.39M	Sell	36,329 -871	-2%	-$81.9K	0.62%	51
2023 Q1	$3.52M	Sell	37,200 -2,626	-7%	-$248K	0.68%	44
2022 Q4	$3.69M	Buy	39,826 +687	+2%	+$63.4K	0.76%	41
2022 Q3	$3.58M	Buy	+39,139	New	+$3.79M	0.77%	44

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Stansberry Asset Management increased its iShares MBS ETF (MBB) stake by 3.3% in Q2 2026, buying an estimated $607K and bringing the position to 202,306 shares worth $19.1M. The position accounts for 1.75% of the portfolio, ranked #16.

Stansberry Asset Management first reported a position in MBB in Q3 2022 and has held it in 14 quarters since. The position peaked at $20.8M in Q2 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Stansberry Asset Management held 202,306 shares of iShares MBS ETF worth $19.1M as of Q2 2026.
Stansberry Asset Management bought 6,421 iShares MBS ETF shares in Q2 2026, an estimated $607K.
iShares MBS ETF made up 1.75% of Stansberry Asset Management's portfolio in Q2 2026, its #16 holding.
Stansberry Asset Management first reported a position in iShares MBS ETF in Q3 2022 and has held it in 14 quarters since.
Stansberry Asset Management's iShares MBS ETF position peaked at $20.8M in Q2 2025.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.