Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s iShares MBS ETF MBB Stock Holding History

Sumitomo Mitsui Trust 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
Q2 		$67.5M Buy
713,705
+28,115
+4% +$2.66M 0.04% 377
2026
Q1 		$65.1M Buy
685,590
+46,937
+7% +$4.48M 0.04% 368
2025
Q4 		$60.8M Buy
638,653
+22,922
+4% +$2.19M 0.04% 408
2025
Q3 		$58.6M Sell
615,731
-544,326
-47% -$51.1M 0.03% 431
2025
Q2 		$109M Buy
1,160,057
+14,070
+1% +$1.3M 0.07% 268
2025
Q1 		$107M Buy
1,145,987
+7,974
+0.7% +$738K 0.08% 249
2024
Q4 		$104M Buy
1,138,013
+43,250
+4% +$4.03M 0.07% 273
2024
Q3 		$105M Sell
1,094,763
-26,709
-2% -$2.52M 0.07% 261
2024
Q2 		$103M Buy
1,121,472
+47,971
+4% +$4.37M 0.08% 248
2024
Q1 		$99.2M Sell
1,073,501
-3,049
-0.3% -$282K 0.07% 301
2023
Q4 		$101M Buy
1,076,550
+470,161
+78% +$42.2M 0.07% 279
2023
Q3 		$53.8M Buy
606,389
+139,001
+30% +$12.7M 0.04% 426
2023
Q2 		$43.6M Buy
+467,388
New +$44M 0.03% 513
2023
Q1 		– Sell
-26,973
Closed -$2.5M – 1179
2022
Q4 		$2.5M Buy
26,973
+11,468
+74% +$1.06M ﹤0.01% 909
2022
Q3 		$1.42M Buy
+15,505
New +$1.5M ﹤0.01% 984
2020
Q4 		– Sell
-63,295
Closed -$6.99M – 1145
2020
Q3 		$6.99M Sell
63,295
-12,380
-16% -$1.37M ﹤0.01% 795
2020
Q2 		$8.36M Buy
+75,675
New +$8.38M 0.01% 765

Other funds holding MBB

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Sumitomo Mitsui Trust Group's MBB Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its iShares MBS ETF (MBB) stake by 4.1% in Q2 2026, buying an estimated $2.66M and bringing the position to 713,705 shares worth $67.5M. The position accounts for 0.04% of the portfolio, ranked #377.

Sumitomo Mitsui Trust Group first reported a position in MBB in Q2 2020 and has held it in 17 quarters since. The position peaked at $109M in Q2 2025. 680 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 713,705 shares of iShares MBS ETF worth $67.5M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 28,115 iShares MBS ETF shares in Q2 2026, an estimated $2.66M.
  • iShares MBS ETF made up 0.04% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #377 holding.
  • Sumitomo Mitsui Trust Group first reported a position in iShares MBS ETF in Q2 2020 and has held it in 17 quarters since.
  • Sumitomo Mitsui Trust Group's iShares MBS ETF position peaked at $109M in Q2 2025.
  • 680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.