MBB

iShares MBS ETF

iShares MBS ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to track the investment results of an index composed of investment-grade mortgage-backed pass-through securities issued and/or guaranteed by U.S. government agencies.


Mortgage

FIXED INCOME

Passive

MANAGEMENT STYLE

$ 41.5 B

ASSETS UNDER MGMT

4 bp

EXPENSES
Fund Basics
Inception dateMar 13, 2007
RegulationOpen-End Investment Company
Fund Websitelink...
DistributionsMonthly
CurrencyUSD
Holdings TransparencyFull
Derivatives-basedNo
Options availableYes
Currency hedgedNo
Fund of fundsNo
Top 10 Holdings
BLACKROCK CASH CL INST SL AGENCY 3.5 %
FHLMC 30YR UMBS SUPER - 2.0 2051-05-01 0.9 %
GNMA2 30YR - 2.0 2051-10-20 0.6 %
GNMA2 30YR - 2.0 2051-12-20 0.6 %
FHLMC 30YR UMBS SUPER - 2.0 2051-04-01 0.6 %
GNMA2 30YR - 2.5 2051-07-20 0.5 %
FNMA 30YR UMBS - 2.0 2051-11-01 0.5 %
FNMA 30YR UMBS SUPER - 2.0 2051-07-01 0.5 %
GNMA2 30YR - 6.5 2054-07-20 0.4 %
GNMA2 30YR - 5.0 2054-11-20 0.4 %
Constituent Breakdown
No. of constituents1,032
No. of distinct issuers393
Coverage91%
Fixed/floating rate100% / 0%
Investment grade100%
Inflation protected0%
Non-standard maturity (callable, etc.)100%
Issuer Type Breakdown
Top Issuers
FANNIE MAE 40.9 %
FREDDIE MAC 26.5 %
GINNIE MAE 23.6 %
Historical Performance


Standardized Performance (as of 02/28/2026)
 YTD1 YR2 YR3 YR5 YR10 YR20 YRIncep.
Price Returns 1.8% 3.0% 2.7% 1.4% -2.4% -1.2% -- -0.2%
Dividend Yield 0.4% 4.5% 4.3% 4.0% 3.0% 2.7% -- 3.0%
Total Returns 2.1% 7.5% 7.0% 5.4% 0.6% 1.5% -- 2.8%
Ann. Volatility 3.3% 4.8% 5.4% 6.6% 6.7% 5.2% -- 4.6%
Market Correlations
versus...BetaR-squared
S&P 5000.010%
MSCI EAFE0.053%
MSCI Emg Mkts0.010%
Liquidity Measures
Avg. volume (000)3,121
ADV traded (mns)$296
Turnover0.7%
Avg. Bid/Ask (% of price)0.01%
Technical Indicators
30d moving avg. (EMA)$95.08
Relative strength (RSI)43
MACD/Signal-0.36/-0.22
Bollinger Bands (Upper/Lower)$96.41/$93.83
Short interest (% of AUM)0.8%
Distributions
Assets Under Management (mns)

Money Flows (mns)

Short Interest (as % of shares outstanding)

Long Money Flows (mns)

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Credit Quality
Duration
Macaulay Duration
SHORT
MED.
LONG TERM

8.8 yrs


Modified Duration
  ◁ INSENSITIVE
EXTREMELY SENSITIVE ▷  

8.8%


Our analysis shows this fund is likely to be moderately sensitive to changes in interest rates

Interest Rate Sensitivity Analysis
Change
in YTM
New
YTM
Est. Price
Change
New
Price
+300 bp --% --% $--
+200 bp --% --% $--
+150 bp --% --% $--
+100 bp --% --% $--
+75 bp --% --% $--
+50 bp --% --% $--
+25 bp --% --% $--
0 bp --% --% $--
-25 bp --% --% $--
-50 bp --% --% $--
-75 bp --% --% $--
-100 bp --% --% $--
-150 bp --% --% $--
-200 bp --% --% $--
- 300bp --% --% $--

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Yields
Disposition of YTM
Distribution Yield (Trailing 12 Months)

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ETF Research Center Fund Rating

The ALTAR Score™ is our measure of an ETF's overall investment merit. For fixed income funds, the Score is an estimate of risk-adjusted yield to maturity (calculation shown below). In effecient markets, the plot of ALTAR Scores™ vs. Duration should resemble the familiar yield curve. Funds that sit above the curve may offer better risk-adjusted returns than those that sit below the curve.


ALTAR Score™

MBB

4.9%

Cat. Avg

4.6%

Fund Category: Mortgage

Adj. Yield to Maturity-- bp
Less: Annual "default factor"-- bp
Less: Expenses4 bp
Equals: ALTAR Score™4.9%
ALTAR Score™ vs. Duration (Mortgage Bond ETFs)
Bid/Ask Spreads
1 bp
AVG SPREAD
1 — 1 bp
RANGE
Spreads data based on the average National Best Bid & Offer (NBBO) found in observations at various times each trading day, for up to three months. Tick data supplied by NASDAQ.
Total Cost of Ownership EXPENSES    AVG SPREAD
5 bp
MBB
37 bp
PEER AVG