Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares MBS ETF (MBB)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/10/2025: MBB (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.5% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.12 | 52 Weeks Range 87.68 - 94.39 | Updated Date 06/29/2025 |
52 Weeks Range 87.68 - 94.39 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MBS ETF
ETF Overview
Overview
The iShares MBS ETF (MBB) seeks to track the investment results of an index composed of investment-grade mortgage-backed pass-through securities. It provides exposure to the U.S. mortgage-backed securities market, primarily consisting of agency mortgage-backed securities. The ETF invests in a diversified portfolio of these securities to achieve its investment objective.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience managing ETFs.
Management Expertise
BlackRock's fixed income team possesses significant expertise in managing mortgage-backed securities portfolios.
Investment Objective
Goal
To track the investment results of an index composed of investment-grade mortgage-backed pass-through securities.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Bloomberg US Mortgage Backed Securities Index.
Composition The ETF primarily holds mortgage-backed securities issued by U.S. government agencies such as Fannie Mae, Freddie Mac, and Ginnie Mae.
Market Position
Market Share: MBB has a significant market share within the mortgage-backed securities ETF category.
Total Net Assets (AUM): 29290000000
Competitors
Key Competitors
- Vanguard Mortgage-Backed Securities ETF (VMBS)
- SPDR Portfolio Mortgage Backed Bond ETF (SPMB)
Competitive Landscape
The mortgage-backed securities ETF market is dominated by a few large players. MBB benefits from BlackRock's brand recognition and established presence but faces competition from lower-cost alternatives like VMBS. SPMB offers a more cost-effective option as well but is smaller in size. The competitive advantage of MBB lies in its higher AUM and established liquidity.
Financial Performance
Historical Performance: Historical performance data is not included due to constraints but can be found on financial websites.
Benchmark Comparison: The ETF's performance is expected to closely track the Bloomberg US Mortgage Backed Securities Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
MBB generally exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for MBB is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic factors like interest rates, housing market trends, and Federal Reserve policies significantly impact MBB's performance.
Growth Trajectory
MBB's growth is tied to the overall growth and stability of the U.S. mortgage market; changes in interest rates and refinancing activity influence its holdings.
Moat and Competitive Advantages
Competitive Edge
MBB benefits from BlackRock's extensive resources and brand recognition, which provides it with a competitive advantage in attracting investors. The ETF's large asset base contributes to its high liquidity and tight bid-ask spread. Furthermore, the passive management strategy ensures it closely tracks its benchmark index. However, lower cost ETFs, like VMBS, provide a slight competitive disadvantage. Its focused exposure to mortgage-backed securities offers a targeted investment strategy for those seeking diversification within the fixed-income market.
Risk Analysis
Volatility
MBB's volatility is influenced by interest rate fluctuations and mortgage prepayment risks.
Market Risk
MBB is subject to interest rate risk, prepayment risk, and credit risk associated with the underlying mortgage-backed securities.
Investor Profile
Ideal Investor Profile
MBB is suitable for investors seeking diversified exposure to the U.S. mortgage-backed securities market, typically for income generation and portfolio diversification.
Market Risk
MBB is generally more suitable for long-term investors seeking stable income and diversification rather than short-term trading.
Summary
The iShares MBS ETF (MBB) offers investors exposure to the U.S. mortgage-backed securities market, primarily consisting of agency mortgage-backed securities. It tracks the Bloomberg US Mortgage Backed Securities Index and is managed by BlackRock. MBB is characterized by high liquidity and a low expense ratio of 0.04%. Its performance is influenced by interest rate fluctuations and mortgage market trends. MBB is most suitable for long-term investors looking for income and diversification within a fixed-income portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MBS ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of the underlying index and TBAs that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the index, and the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.