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1620 Investment Advisors’s iShares MBS ETF MBB Stock Holding History

1620 Investment Advisors’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.67K Hold
60
– – ﹤0.01% 548
2026
Q1 		$5.7K Hold
60
– – ﹤0.01% 520
2025
Q4 		$5.71K Hold
60
– – ﹤0.01% 510
2025
Q3 		$5.71K Hold
60
– – ﹤0.01% 508
2025
Q2 		$5.63K Hold
60
– – ﹤0.01% 518
2025
Q1 		$5.63K Hold
60
– – ﹤0.01% 504
2024
Q4 		$5.5K Hold
60
– – ﹤0.01% 522
2024
Q3 		$5.75K Hold
60
– – ﹤0.01% 519
2024
Q2 		$5.51K Buy
+60
New +$5.46K ﹤0.01% 501

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

1620 Investment Advisors's MBB Position: Q2 2026 in Review

1620 Investment Advisors held its iShares MBS ETF (MBB) position steady in Q2 2026 at 60 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

1620 Investment Advisors first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.75K in Q3 2024. 273 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • 1620 Investment Advisors held 60 shares of iShares MBS ETF worth $5.67K as of Q2 2026.
  • 1620 Investment Advisors left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #548 holding.
  • 1620 Investment Advisors first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's iShares MBS ETF position peaked at $5.75K in Q3 2024.
  • 273 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.