SP
MBB icon

Successful Portfolios’s iShares MBS ETF MBB Stock Holding History

Successful Portfolios’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 		$620K Buy
6,614
+935
+16% +$88.4K 0.29% 69
2026
Q1 		$539K Buy
5,679
+357
+7% +$34.1K 0.3% 69
2025
Q4 		$510K Sell
5,322
-12
-0.2% -$1.15K 0.26% 82
2025
Q3 		$508K Buy
5,334
+69
+1% +$6.48K 0.3% 71
2025
Q2 		$494K Sell
5,265
-21
-0.4% -$1.95K 0.3% 67
2025
Q1 		$496K Buy
5,286
+16
+0.3% +$1.48K 0.34% 64
2024
Q4 		$483K Buy
5,270
+69
+1% +$6.42K 0.32% 64
2024
Q3 		$498K Buy
5,201
+15
+0.3% +$1.42K 0.34% 60
2024
Q2 		$476K Buy
5,186
+199
+4% +$18.1K 0.33% 63
2024
Q1 		$461K Buy
4,987
+963
+24% +$89.1K 0.31% 70
2023
Q4 		$379K Sell
4,024
-60
-1% -$5.38K 0.28% 83
2023
Q3 		$363K Sell
4,084
-569
-12% -$52K 0.32% 73
2023
Q2 		$434K Sell
4,653
-217
-4% -$20.4K 0.37% 65
2023
Q1 		$461K Buy
4,870
+160
+3% +$15.1K 0.29% 87
2022
Q4 		$437K Sell
4,710
-271
-5% -$25K 0.29% 92
2022
Q3 		$456K Sell
4,981
-121
-2% -$11.7K 0.33% 77
2022
Q2 		$497K Sell
5,102
-130
-2% -$12.8K 0.33% 78
2022
Q1 		$533K Sell
5,232
-5
-0.1% -$522 0.3% 86
2021
Q4 		$563K Sell
5,237
-1
-0% -$108 0.31% 82
2021
Q3 		$566K Sell
5,238
-15
-0.3% -$1.63K 0.34% 77
2021
Q2 		$569K Sell
5,253
-2
-0% -$217 0.34% 74
2021
Q1 		$570K Buy
5,255
+514
+11% +$56.3K 0.38% 70
2020
Q4 		$522K Buy
4,741
+466
+11% +$51.3K 0.37% 74
2020
Q3 		$472K Buy
4,275
+169
+4% +$18.7K 0.38% 74
2020
Q2 		$455K Buy
4,106
+223
+6% +$24.7K 0.4% 76
2020
Q1 		$429K Buy
3,883
+1,315
+51% +$143K 0.43% 72
2019
Q4 		$277K Buy
+2,568
New +$277K 0.25% 110

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

Successful Portfolios's MBB Position: Q2 2026 in Review

Successful Portfolios increased its iShares MBS ETF (MBB) stake by 16% in Q2 2026, buying an estimated $88.4K and bringing the position to 6,614 shares worth $620K. The position accounts for 0.29% of the portfolio, ranked #69.

Successful Portfolios first reported a position in MBB in Q4 2019 and has held it in 27 quarters since. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Successful Portfolios held 6,614 shares of iShares MBS ETF worth $620K as of Q2 2026.
  • Successful Portfolios bought 935 iShares MBS ETF shares in Q2 2026, an estimated $88.4K.
  • iShares MBS ETF made up 0.29% of Successful Portfolios's portfolio in Q2 2026, its #69 holding.
  • Successful Portfolios first reported a position in iShares MBS ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.