SS
MBB icon

Sunbelt Securities’s iShares MBS ETF MBB Stock Holding History

Sunbelt Securities’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 		$68.8K Buy
724
+18
+3% +$1.72K ﹤0.01% 944
2025
Q4 		$67.2K Buy
706
+75
+12% +$7.15K ﹤0.01% 924
2025
Q3 		$60K Sell
631
-777
-55% -$73K ﹤0.01% 959
2025
Q2 		$129K Buy
1,408
+780
+124% +$72.3K 0.01% 705
2025
Q1 		$58.9K Sell
628
-780
-55% -$72.1K 0.01% 873
2024
Q4 		$129K Sell
1,408
-372
-21% -$34.6K 0.01% 704
2024
Q3 		$171K Buy
1,780
+439
+33% +$41.5K 0.02% 635
2024
Q2 		$123K Buy
1,341
+5
+0.4% +$455 0.01% 682
2024
Q1 		$124K Sell
1,336
-59
-4% -$5.46K 0.01% 660
2023
Q4 		$131K Sell
1,395
-7
-0.5% -$628 0.02% 605
2023
Q3 		$125K Buy
1,402
+1,225
+692% +$112K 0.02% 596
2023
Q2 		$16.5K Buy
177
+1
+0.6% +$94 ﹤0.01% 1064
2023
Q1 		$16.6K Buy
+176
New +$16.6K ﹤0.01% 1003

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

Sunbelt Securities's MBB Position: Q1 2026 in Review

Sunbelt Securities increased its iShares MBS ETF (MBB) stake by 2.5% in Q1 2026, buying an estimated $1.72K and bringing the position to 724 shares worth $68.8K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Sunbelt Securities first reported a position in MBB in Q1 2023 and has held it in 13 quarters since. The position peaked at $171K in Q3 2024. 1,030 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Sunbelt Securities held 724 shares of iShares MBS ETF worth $68.8K as of Q1 2026.
  • Sunbelt Securities bought 18 iShares MBS ETF shares in Q1 2026, an estimated $1.72K.
  • iShares MBS ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #944 holding.
  • Sunbelt Securities first reported a position in iShares MBS ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's iShares MBS ETF position peaked at $171K in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.