William Blair & Company
SMBS

William Blair & Company’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

William Blair & Company’s Portfolio SMBS Stock Details SMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6
Closed -$154 – 2018
2025
Q4 		$154 Buy
+6
New +$154 ﹤0.01% 1864

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William Blair & Company's SMBS Position: Q1 2026 in Review

William Blair & Company sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q1 2026, closing a stake of 6 shares — an estimated $154 sold.

William Blair & Company first reported a position in SMBS in Q4 2025 and held it in 1 quarter. The position peaked at $154 in Q4 2025. 77 funds tracked by Wall St. Rank hold SMBS as of Q1 2026.

  • William Blair & Company reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
  • William Blair & Company sold 6 Schwab Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $154.
  • William Blair & Company first reported a position in Schwab Mortgage-Backed Securities ETF in Q4 2025 and held it in 1 quarter.
  • William Blair & Company's Schwab Mortgage-Backed Securities ETF position peaked at $154 in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.