Ray Dalio's MBB Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 1.36 M shares of iShares MBS ETF (MBB) worth $128.94 M, representing 0.51% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in MBB, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 559,700 shares. Largest reduction occurred in Q3 2025, reducing 105,100 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's iShares MBS ETF (MBB) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MBS ETF (MBB) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2022 | +644,100 | New Buy | 644,100 | $101.87 |
| Q2 2022 | +559,700 | Add 86.90% | 1.2 M | $97.49 |
| Q3 2022 | +103,200 | Add 8.57% | 1.31 M | $91.58 |
| Q4 2022 | +185,000 | Add 14.15% | 1.49 M | $92.75 |
| Q1 2023 | -19,400 | Reduce 1.30% | 1.47 M | $94.73 |
| Q2 2023 | -18,400 | Reduce 1.25% | 1.45 M | $93.26 |
| Q3 2023 | +27,100 | Add 1.86% | 1.48 M | $88.80 |
| Q4 2023 | -29,500 | Reduce 1.99% | 1.45 M | $94.08 |
| Q1 2024 | +26,700 | Add 1.84% | 1.48 M | $92.42 |
| Q2 2024 | -24,300 | Reduce 1.64% | 1.45 M | $91.81 |
| Q3 2024 | -38,000 | Reduce 2.61% | 1.42 M | $95.81 |
| Q4 2024 | +18,500 | Add 1.31% | 1.43 M | $91.68 |
| Q1 2025 | +12,900 | Add 0.90% | 1.45 M | $93.78 |
| Q2 2025 | +12,600 | Add 0.87% | 1.46 M | $93.89 |
| Q3 2025 | -105,100 | Reduce 7.20% | 1.36 M | $95.15 |
Ray Dalio's iShares MBS ETF Investment FAQs
Ray Dalio first purchased iShares MBS ETF (MBB) in Q1 2022, acquiring 644,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held iShares MBS ETF (MBB) for 15 quarters since Q1 2022.
Ray Dalio's largest addition to iShares MBS ETF (MBB) was in Q1 2022, adding 644,100 shares worth $65.61 M.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,355,100 shares of iShares MBS ETF (MBB), valued at approximately $128.94 M.
As of the Q3 2025 filing, iShares MBS ETF (MBB) represents approximately 0.51% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in iShares MBS ETF (MBB) was 1,492,000 shares, as reported at the end of Q4 2022.