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Westwood Holdings Group’s iShares MBS ETF MBB Stock Holding History

Westwood Holdings Group’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 		– Sell
-2,314
Closed -$220K – 485
2025
Q4 		$220K Sell
2,314
-96
-4% -$9.16K ﹤0.01% 476
2025
Q3 		$229K Sell
2,410
-3,533
-59% -$332K ﹤0.01% 479
2025
Q2 		$558K Buy
5,943
+3,513
+145% +$326K ﹤0.01% 411
2025
Q1 		$228K Sell
2,430
-19
-0.8% -$1.76K ﹤0.01% 449
2024
Q4 		$225K Sell
2,449
-2,510
-51% -$234K ﹤0.01% 471
2024
Q3 		$475K Sell
4,959
-4,170
-46% -$394K ﹤0.01% 403
2024
Q2 		$838K Buy
9,129
+134
+1% +$12.2K ﹤0.01% 359
2024
Q1 		$831K Buy
8,995
+2,475
+38% +$229K 0.01% 366
2023
Q4 		$613K Buy
6,520
+3,683
+130% +$330K 0.01% 381
2023
Q3 		$252K Buy
+2,837
New +$259K ﹤0.01% 424
2021
Q3 		– Sell
-2,408
Closed -$260K – 459
2021
Q2 		$260K Sell
2,408
-93
-4% -$10.1K ﹤0.01% 413
2021
Q1 		$271K Buy
+2,501
New +$274K ﹤0.01% 409

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

Westwood Holdings Group's MBB Position: Q1 2026 in Review

Westwood Holdings Group sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 2,314 shares — an estimated $220K sold.

Westwood Holdings Group first reported a position in MBB in Q1 2021 and held it in 12 quarters. The position peaked at $838K in Q2 2024. 1,023 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Westwood Holdings Group reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Holdings Group sold 2,314 iShares MBS ETF shares in Q1 2026, an estimated $220K.
  • Westwood Holdings Group first reported a position in iShares MBS ETF in Q1 2021 and held it in 12 quarters.
  • Westwood Holdings Group's iShares MBS ETF position peaked at $838K in Q2 2024.
  • 1,023 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.