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Town Capital’s iShares MBS ETF MBB Stock Holding History

Town Capital’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 		$1.68M Sell
17,707
-250
-1% -$23.9K 1.36% 21
2025
Q4 		$1.71M Buy
+17,957
New +$1.71M 1.4% 19

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

Town Capital's MBB Position: Q1 2026 in Review

Town Capital reduced its iShares MBS ETF (MBB) stake by 1.4% in Q1 2026, selling an estimated $23.9K and leaving 17,707 shares worth $1.68M. The position accounts for 1.36% of the portfolio, ranked #21.

Town Capital first reported a position in MBB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.71M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Town Capital held 17,707 shares of iShares MBS ETF worth $1.68M as of Q1 2026.
  • Town Capital sold 250 iShares MBS ETF shares in Q1 2026, an estimated $23.9K.
  • iShares MBS ETF made up 1.36% of Town Capital's portfolio in Q1 2026, its #21 holding.
  • Town Capital first reported a position in iShares MBS ETF in Q4 2025 and has held it in 2 quarters since.
  • Town Capital's iShares MBS ETF position peaked at $1.71M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Town Capital's 13F filing for Q1 2026, filed 4 Jun 2026.