West Family Investments’s iShares MBS ETF MBB Stock Holding History

West Family Investments’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	$7.7M	Hold	80,697	–	–	2.7%	6
2025 Q4	$7.72M	Hold	80,697	–	–	1.81%	10
2025 Q3	$7.71M	Hold	80,697	–	–	1.72%	10
2025 Q2	$7.61M	Hold	80,697	–	–	1.99%	9
2025 Q1	$7.6M	Sell	80,697 -361	-0.4%	-$33.4K	2.86%	7
2024 Q4	$7.43M	Buy	81,058 +361	+0.4%	+$33.6K	2.59%	8
2024 Q3	$7.77M	Hold	80,697	–	–	2.64%	8
2024 Q2	$7.44M	Hold	80,697	–	–	2.23%	12
2024 Q1	$7.49M	Hold	80,697	–	–	2.32%	8
2023 Q4	$7.63M	Hold	80,697	–	–	2.58%	7
2023 Q3	$7.2M	Buy	+80,697	New	+$7.38M	2.51%	7
2023 Q2	–	Sell	-80,697	Closed	-$7.68M	–	251
2023 Q1	$7.68M	Hold	80,697	–	–	3.04%	5
2022 Q4	$7.52M	Buy	+80,697	New	+$7.44M	2.57%	6
2021 Q4	–	Sell	-85,960	Closed	-$9.3M	–	358
2021 Q3	$9.3M	Hold	85,960	–	–	2.41%	6
2021 Q2	$9.3M	Hold	85,960	–	–	2.52%	4
2021 Q1	$9.32M	Buy	+85,960	New	+$9.41M	3.4%	7

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 $83.7B AUM 27.22% 1-Year Est. Return

West Family Investments's MBB Position: Q1 2026 in Review

West Family Investments held its iShares MBS ETF (MBB) position steady in Q1 2026 at 80,697 shares worth $7.7M. The position accounts for 2.7% of the portfolio, ranked #6.

West Family Investments first reported a position in MBB in Q1 2021 and has held it in 16 quarters since. The position peaked at $9.32M in Q1 2021. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

West Family Investments held 80,697 shares of iShares MBS ETF worth $7.7M as of Q1 2026.
West Family Investments left its iShares MBS ETF share count unchanged in Q1 2026.
iShares MBS ETF made up 2.7% of West Family Investments's portfolio in Q1 2026, its #6 holding.
West Family Investments first reported a position in iShares MBS ETF in Q1 2021 and has held it in 16 quarters since.
West Family Investments's iShares MBS ETF position peaked at $9.32M in Q1 2021.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.