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MBBiShares MBS ETF

Get income19y track recordRanked #6 of 1,622 in this goal

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.

By iShares · Launched 2007

Annual Cost

0.04%

#240 of 5,562 · low cost

Fund Size

$38.7B

#86 of 5,562 · large

Dividend YieldGoal

4.24%

Track Record

19 years

#451 of 5,562 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,550+5.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Bloomberg US MBS Index

What it actually holds

By weight

Concentration

Top 10 holdings = 9.8% of fundwell diversified

BLACKROCK CASH FUNDS
4.2%
Freddie Mac
1.1%
Government National Mortgage Association
0.8%
Government National Mortgage Association
0.6%
Government National Mortgage Association
0.6%
Government National Mortgage Association
0.6%
Fannie Mae
0.5%
Freddie Mac
0.5%
Government National Mortgage Association
0.5%
Fannie Mae
0.5%

Asset allocation

Bonds
99.5%
Cash
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.5%Low

Year-on-year price swings

Max drawdown
-17.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.17Below average
Sortino (3Y)
0.24Moderate downside risk

Bond profile

Duration

3.7 years

Avg maturity

9.2 years

Credit ratings

AA
100.0%

Where to buy

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
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.
Strategy
Tracks the Bloomberg U.S. MBS Index, which measures investment-grade mortgage-backed pass-through securities issued by U.S. government agencies.
Inception date
March 13, 2007
Fund family
iShares

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Data updated on 2026-06-19