AO
MBB icon

Advisor OS’s iShares MBS ETF MBB Stock Holding History

Advisor OS’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
Q1 		$245K Buy
+2,579
New +$246K 0.02% 483
2020
Q3 		– Sell
-1,824
Closed -$202K – 133
2020
Q2 		$202K Buy
+1,824
New +$202K 0.12% 133

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Advisor OS's MBB Position: Q1 2026 in Review

Advisor OS opened a new position in iShares MBS ETF (MBB) in Q1 2026: 2,579 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #483 among its holdings. This is a return to the name: Advisor OS previously reported a position in MBB as recently as Q2 2020.

Advisor OS first reported a position in MBB in Q2 2020 and has held it in 2 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Advisor OS held 2,579 shares of iShares MBS ETF worth $245K as of Q1 2026.
  • iShares MBS ETF was a new Advisor OS position in Q1 2026.
  • iShares MBS ETF made up 0.02% of Advisor OS's portfolio in Q1 2026, its #483 holding.
  • Advisor OS first reported a position in iShares MBS ETF in Q2 2020 and has held it in 2 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.