Van Hulzen Asset Management’s iShares MBS ETF MBB Stock Holding History

Van Hulzen Asset Management’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	$6.35M	Buy	66,871 +3,838	+6%	+$367K	0.47%	55
2025 Q4	$6M	Buy	63,033 +39,202	+165%	+$3.74M	0.44%	55
2025 Q3	$2.27M	Sell	23,831 -321	-1%	-$30.2K	0.17%	97
2025 Q2	$2.27M	Buy	24,152 +547	+2%	+$50.7K	0.19%	91
2025 Q1	$2.21M	Sell	23,605 -6,398	-21%	-$592K	0.2%	96
2024 Q4	$2.75M	Buy	30,003 +610	+2%	+$56.8K	0.2%	90
2024 Q3	$2.82M	Buy	29,393 +1,641	+6%	+$155K	0.2%	89
2024 Q2	$2.55M	Buy	27,752 +424	+2%	+$38.6K	0.17%	92
2024 Q1	$2.53M	Buy	27,328 +672	+3%	+$62.2K	0.17%	99
2023 Q4	$2.51M	Sell	26,656 -761	-3%	-$68.3K	0.18%	93
2023 Q3	$2.44M	Buy	27,417 +305	+1%	+$27.9K	0.19%	89
2023 Q2	$2.53M	Sell	27,112 -354	-1%	-$33.3K	0.22%	83
2023 Q1	$2.6M	Buy	27,466 +3,077	+13%	+$291K	0.24%	78
2022 Q4	$2.26M	Buy	+24,389	New	+$2.25M	0.26%	84
2022 Q2	–	Sell	-1,996	Closed	-$203K	–	312
2022 Q1	$203K	Sell	1,996 -525	-21%	-$54.8K	0.02%	291
2021 Q4	$271K	Sell	2,521 -1,323	-34%	-$142K	0.03%	250
2021 Q3	$416K	Sell	3,844 -274	-7%	-$29.7K	0.06%	174
2021 Q2	$446K	Sell	4,118 -2,590	-39%	-$281K	0.07%	165
2021 Q1	$727K	Buy	6,708 +2,227	+50%	+$244K	0.12%	105
2020 Q4	$493K	Buy	+4,481	New	+$493K	0.07%	141
2020 Q2	–	Sell	-14,356	Closed	-$1.58M	–	278
2020 Q1	$1.58M	Buy	14,356 +6,699	+87%	+$729K	0.34%	64
2019 Q4	$827K	Buy	+7,657	New	+$827K	0.16%	99

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Van Hulzen Asset Management's MBB Position: Q1 2026 in Review

Van Hulzen Asset Management increased its iShares MBS ETF (MBB) stake by 6.1% in Q1 2026, buying an estimated $367K and bringing the position to 66,871 shares worth $6.35M. The position accounts for 0.47% of the portfolio, ranked #55.

Van Hulzen Asset Management first reported a position in MBB in Q4 2019 and has held it in 22 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Van Hulzen Asset Management held 66,871 shares of iShares MBS ETF worth $6.35M as of Q1 2026.
Van Hulzen Asset Management bought 3,838 iShares MBS ETF shares in Q1 2026, an estimated $367K.
iShares MBS ETF made up 0.47% of Van Hulzen Asset Management's portfolio in Q1 2026, its #55 holding.
Van Hulzen Asset Management first reported a position in iShares MBS ETF in Q4 2019 and has held it in 22 quarters since.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.