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StoneX Group’s iShares MBS ETF MBB Stock Holding History

StoneX Group’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 		$570K Buy
6,031
+2,642
+78% +$252K 0.03% 386
2025
Q4 		$323K Buy
3,389
+1,287
+61% +$123K 0.01% 667
2025
Q3 		$200K Sell
2,102
-272
-11% -$25.6K 0.01% 826
2025
Q2 		$223K Sell
2,374
-1,663
-41% -$154K 0.01% 744
2025
Q1 		$379K Buy
4,037
+265
+7% +$24.5K 0.02% 549
2024
Q4 		$346K Sell
3,772
-2,630
-41% -$245K 0.02% 563
2024
Q3 		$613K Buy
6,402
+3,645
+132% +$345K 0.28% 92
2024
Q2 		$253K Sell
2,757
-236
-8% -$21.5K 0.12% 245
2024
Q1 		$277K Sell
2,993
-2,121
-41% -$196K 0.14% 202
2023
Q4 		$481K Sell
5,114
-165
-3% -$14.8K 0.26% 103
2023
Q3 		$469K Sell
5,279
-1,202
-19% -$110K 0.26% 100
2023
Q2 		$604K Sell
6,481
-115
-2% -$10.8K 0.34% 78
2023
Q1 		$625K Buy
6,596
+8
+0.1% +$755 0.37% 70
2022
Q4 		$611K Buy
6,588
+2,290
+53% +$211K 0.09% 185
2022
Q3 		$394K Sell
4,298
-3,101
-42% -$301K 0.07% 184
2022
Q2 		$721K Buy
7,399
+2,153
+41% +$211K 0.12% 140
2022
Q1 		$534K Sell
5,246
-549
-9% -$57.3K 0.05% 298
2021
Q4 		$623K Buy
5,795
+629
+12% +$67.7K 0.07% 258
2021
Q3 		$559K Sell
5,166
-116
-2% -$12.6K 0.08% 241
2021
Q2 		$572K Buy
5,282
+1,482
+39% +$161K 0.08% 230
2021
Q1 		$412K Sell
3,800
-1,065
-22% -$117K 0.07% 246
2020
Q4 		$536K Buy
4,865
+1,830
+60% +$202K 0.12% 174
2020
Q3 		$335K Buy
3,035
+256
+9% +$28.3K 0.11% 215
2020
Q2 		$308K Sell
2,779
-160
-5% -$17.7K 0.12% 207
2020
Q1 		$325K Buy
2,939
+166
+6% +$18.1K 0.17% 173
2019
Q4 		$300K Buy
+2,773
New +$300K 0.12% 213
2017
Q3 		– Sell
-2,066
Closed -$221K – 275
2017
Q2 		$221K Buy
+2,066
New +$221K 0.07% 344

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

StoneX Group's MBB Position: Q1 2026 in Review

StoneX Group increased its iShares MBS ETF (MBB) stake by 78% in Q1 2026, buying an estimated $252K and bringing the position to 6,031 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #386.

StoneX Group first reported a position in MBB in Q2 2017 and has held it in 27 quarters since. The position peaked at $721K in Q2 2022. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • StoneX Group held 6,031 shares of iShares MBS ETF worth $570K as of Q1 2026.
  • StoneX Group bought 2,642 iShares MBS ETF shares in Q1 2026, an estimated $252K.
  • iShares MBS ETF made up 0.03% of StoneX Group's portfolio in Q1 2026, its #386 holding.
  • StoneX Group first reported a position in iShares MBS ETF in Q2 2017 and has held it in 27 quarters since.
  • StoneX Group's iShares MBS ETF position peaked at $721K in Q2 2022.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.