Ken Fisher’s MBB Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2024
+16.32 M Shares
Current Position
22.5 M Shares
$2.14 B Value

Ken Fisher's MBB Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 22.5 M shares of iShares MBS ETF (MBB) worth $2.14 B, representing 0.78% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in MBB, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2024, adding 16.32 M shares. Largest reduction occurred in Q1 2021, reducing 7.79 M shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's iShares MBS ETF (MBB) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares MBS ETF (MBB) Trades by Ken Fisher

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +1.93 M Add 0.00% 1.93 M $105.23
Q3 2013 +53,716 Add 2.78% 1.99 M $105.92
Q4 2013 +119,000 Add 5.99% 2.11 M $104.57
Q1 2014 +166,148 Add 7.89% 2.27 M $106.13
Q2 2014 +153,734 Add 6.77% 2.43 M $108.22
Q3 2014 +97,909 Add 4.04% 2.52 M $108.11
Q4 2014 +67,880 Add 2.69% 2.59 M $109.32
Q1 2015 +68,309 Add 2.64% 2.66 M $110.34
Q2 2015 +73,048 Add 2.75% 2.73 M $108.62
Q3 2015 +211,031 Add 7.72% 2.94 M $109.62
Q4 2015 +157,475 Add 5.35% 3.1 M $107.70
Q1 2016 +142,677 Add 4.60% 3.24 M $109.38
Q2 2016 +265,021 Add 8.17% 3.51 M $109.98
Q3 2016 +145,917 Add 4.16% 3.66 M $110.09
Q4 2016 +68,152 Add 1.86% 3.72 M $106.34
Q1 2017 +131,942 Add 3.54% 3.86 M $106.55
Q2 2017 +290,043 Add 7.52% 4.15 M $106.76
Q3 2017 +186,852 Add 4.51% 4.33 M $107.10
Q4 2017 +263,241 Add 6.08% 4.6 M $106.59
Q1 2018 +461,572 Add 10.04% 5.06 M $104.64
Q2 2018 +342,802 Add 6.78% 5.4 M $104.18
Q3 2018 -442,573 Reduce 8.20% 4.96 M $103.33
Q4 2018 +214,734 Add 4.33% 5.17 M $104.65
Q1 2019 +374,365 Add 7.24% 5.55 M $106.36
Q2 2019 +501,232 Add 9.04% 6.05 M $107.60
Q3 2019 +401,451 Add 6.64% 6.45 M $108.30
Q4 2019 +363,982 Add 5.64% 6.81 M $108.06
Q1 2020 +258,478 Add 3.79% 7.07 M $110.44
Q2 2020 +529,934 Add 7.49% 7.6 M $110.70
Q3 2020 +452,315 Add 5.95% 8.05 M $110.40
Q4 2020 +598,064 Add 7.43% 8.65 M $110.13
Q1 2021 -7.79 M Reduce 90.06% 859,906 $108.42
Q2 2021 -410,056 Reduce 47.69% 449,850 $108.23
Q3 2021 +15,951 Add 3.55% 465,801 $108.14
Q4 2021 +46,881 Add 10.06% 512,682 $107.43
Q1 2022 -3,145 Reduce 0.61% 509,537 $101.87
Q2 2022 +18,989 Add 3.73% 528,526 $97.49
Q3 2022 +10,842 Add 2.05% 539,368 $91.58
Q4 2022 +25,725 Add 4.77% 565,093 $92.75
Q1 2023 -152,713 Reduce 27.02% 412,380 $94.73
Q2 2023 +1,674 Add 0.41% 414,054 $93.27
Q3 2023 +17,409 Add 4.20% 431,463 $88.80
Q4 2023 +12,747 Add 2.95% 444,210 $94.08
Q1 2024 +94,515 Add 21.28% 538,725 $92.42
Q2 2024 +16.32 M Add 3029.86% 16.86 M $91.81
Q3 2024 +1.4 M Add 8.33% 18.27 M $95.81
Q4 2024 +1.44 M Add 7.86% 19.7 M $91.68
Q1 2025 +1.34 M Add 6.81% 21.04 M $93.78
Q2 2025 +254,658 Add 1.21% 21.3 M $93.89
Q3 2025 +1.21 M Add 5.66% 22.5 M $95.15

Ken Fisher's iShares MBS ETF Investment FAQs

Ken Fisher first purchased iShares MBS ETF (MBB) in Q2 2013, acquiring 1,933,471 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held iShares MBS ETF (MBB) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher's largest addition to iShares MBS ETF (MBB) was in Q2 2024, adding 16,861,335 shares worth $1.55 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 22,503,900 shares of iShares MBS ETF (MBB), valued at approximately $2.14 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, iShares MBS ETF (MBB) represents approximately 0.78% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher's peak holding in iShares MBS ETF (MBB) was 22,503,900 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.