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Sutton Place Investors’s iShares MBS ETF MBB Stock Holding History

Sutton Place Investors’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 		$899K Buy
9,465
+490
+5% +$46.8K 0.49% 55
2025
Q4 		$855K Sell
8,975
-141
-2% -$13.4K 0.47% 54
2025
Q3 		$867K Sell
9,116
-50
-0.5% -$4.7K 0.49% 51
2025
Q2 		$861K Sell
9,166
-513
-5% -$47.5K 0.52% 51
2025
Q1 		$908K Sell
9,679
-1,995
-17% -$185K 0.61% 40
2024
Q4 		$1.07M Sell
11,674
-129
-1% -$12K 0.62% 44
2024
Q3 		$1.13M Sell
11,803
-422
-3% -$39.9K 0.69% 38
2024
Q2 		$1.12M Sell
12,225
-259
-2% -$23.6K 0.75% 36
2024
Q1 		$1.15M Buy
12,484
+2,110
+20% +$195K 0.57% 49
2023
Q4 		$976K Buy
10,374
+97
+0.9% +$8.7K 0.71% 43
2023
Q3 		$913K Sell
10,277
-1,326
-11% -$121K 1.19% 25
2023
Q2 		$1.08M Sell
11,603
-331
-3% -$31.1K 1.5% 20
2023
Q1 		$1.13M Buy
11,934
+1,222
+11% +$115K 1.54% 19
2022
Q4 		$994K Buy
10,712
+7,339
+218% +$677K 1.42% 19
2022
Q3 		$309K Sell
3,373
-1,797
-35% -$174K 0.47% 43
2022
Q2 		$504K Sell
5,170
-579
-10% -$56.8K 0.73% 37
2022
Q1 		$562K Sell
5,749
-1,939
-25% -$202K 0.67% 37
2021
Q4 		$826K Buy
+7,688
New +$828K 0.95% 30

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

Sutton Place Investors's MBB Position: Q1 2026 in Review

Sutton Place Investors increased its iShares MBS ETF (MBB) stake by 5.5% in Q1 2026, buying an estimated $46.8K and bringing the position to 9,465 shares worth $899K. The position accounts for 0.49% of the portfolio, ranked #55.

Sutton Place Investors first reported a position in MBB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.15M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Sutton Place Investors held 9,465 shares of iShares MBS ETF worth $899K as of Q1 2026.
  • Sutton Place Investors bought 490 iShares MBS ETF shares in Q1 2026, an estimated $46.8K.
  • iShares MBS ETF made up 0.49% of Sutton Place Investors's portfolio in Q1 2026, its #55 holding.
  • Sutton Place Investors first reported a position in iShares MBS ETF in Q4 2021 and has held it in 18 quarters since.
  • Sutton Place Investors's iShares MBS ETF position peaked at $1.15M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.