Manning & Napier Group’s MBB Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2024
+380,957 Shares
Current Position
328,643 Shares
$31.27 M Value

Manning & Napier Group's MBB Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 328,643 shares of iShares MBS ETF (MBB) worth $31.27 M, representing 0.40% 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, Manning & Napier Group has maintained a long-term strategic position in MBB, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2020, adding 179,681 shares. Largest reduction occurred in Q2 2021, reducing 46,797 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's iShares MBS ETF (MBB) Holding Value Over Time

Track share changes against reported price movement

Quarterly iShares MBS ETF (MBB) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +16,895 Add 0.00% 16,894 $105.19
Q3 2013 +2,051 Add 12.14% 18,945 $105.89
Q4 2013 -3,663 Reduce 19.33% 15,282 $104.50
Q1 2014 -15,282 Sold Out 15,282 $0.00
Q1 2020 +9,146 New Buy 9,146 $110.43
Q2 2020 +5,272 Add 57.64% 14,418 $110.69
Q3 2020 +9,418 Add 65.32% 23,836 $110.38
Q4 2020 +179,681 Add 753.82% 203,517 $110.13
Q1 2021 +11,204 Add 5.51% 214,721 $108.42
Q2 2021 -46,797 Reduce 21.79% 167,924 $108.23
Q3 2021 -1,757 Reduce 1.05% 166,167 $108.14
Q4 2021 -390 Reduce 0.23% 165,777 $107.43
Q1 2022 -7,227 Reduce 4.36% 158,550 $101.87
Q2 2022 +18,247 Add 11.51% 176,797 $97.48
Q3 2022 +9,500 Add 5.37% 186,297 $91.58
Q4 2022 -5,729 Reduce 3.08% 180,568 $92.75
Q1 2023 +10,926 Add 6.05% 191,494 $94.73
Q2 2023 +1,697 Add 0.89% 193,191 $93.27
Q3 2023 +16,992 Add 8.80% 210,183 $88.80
Q4 2023 +102,284 Add 48.66% 312,467 $94.08
Q1 2024 +43,594 Add 13.95% 356,061 $92.42
Q2 2024 +380,957 Add 0.00% 380,956 $91.81
Q3 2024 -808 Reduce 0.21% 380,148 $95.81
Q4 2024 -32,944 Reduce 8.67% 347,204 $91.68
Q1 2025 +8,473 Add 2.44% 355,677 $93.78
Q2 2025 -5,040 Reduce 1.42% 350,637 $93.89
Q3 2025 -21,994 Reduce 6.27% 328,643 $95.15

Manning & Napier Group's iShares MBS ETF Investment FAQs

Manning & Napier Group first purchased iShares MBS ETF (MBB) in Q2 2013, acquiring 16,894 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held iShares MBS ETF (MBB) for 50 quarters since Q2 2013.

Manning & Napier Group's largest addition to iShares MBS ETF (MBB) was in Q2 2024, adding 380,956 shares worth $34.98 M.

According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 328,643 shares of iShares MBS ETF (MBB), valued at approximately $31.27 M.

As of the Q3 2025 filing, iShares MBS ETF (MBB) represents approximately 0.40% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in iShares MBS ETF (MBB) was 380,956 shares, as reported at the end of Q2 2024.