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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
Q2 		$244K Buy
2,580
+1
+0% +$95 0.02% 499
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advisor OS's MBB Position: Q2 2026 in Review

Advisor OS increased its iShares MBS ETF (MBB) stake by 0.04% in Q2 2026, buying an estimated $95 and bringing the position to 2,580 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #499.

Advisor OS first reported a position in MBB in Q2 2020 and has held it in 3 quarters since. The position peaked at $245K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Advisor OS held 2,580 shares of iShares MBS ETF worth $244K as of Q2 2026.
  • Advisor OS bought 1 iShares MBS ETF share in Q2 2026, an estimated $95.
  • iShares MBS ETF made up 0.02% of Advisor OS's portfolio in Q2 2026, its #499 holding.
  • Advisor OS first reported a position in iShares MBS ETF in Q2 2020 and has held it in 3 quarters since.
  • Advisor OS's iShares MBS ETF position peaked at $245K in Q1 2026.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.