Advisor Resource Council’s iShares MBS ETF MBB Stock Holding History

Advisor Resource Council’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	$567K	Sell	5,971 -43	-0.7%	-$4.11K	0.18%	111
2025 Q4	$573K	Buy	+6,014	New	+$574K	0.2%	111
2025 Q3	–	Sell	-2,250	Closed	-$211K	–	116
2025 Q2	$211K	Sell	2,250 -68,488	-97%	-$6.35M	0.08%	170
2025 Q1	$6.43M	Buy	70,738 +65,192	+1,175%	+$6.03M	0.52%	42
2024 Q4	$508K	Sell	5,546 -1,239	-18%	-$115K	0.37%	32
2024 Q3	$650K	Buy	+6,785	New	+$641K	0.29%	89
2024 Q2	–	Sell	-8,582	Closed	-$807K	–	156
2024 Q1	$807K	Sell	8,582 -50,153	-85%	-$4.64M	0.34%	72
2023 Q4	$5.53M	Buy	58,735 +55,873	+1,952%	+$5.01M	0.64%	39
2023 Q3	$254K	Buy	2,862 +217	+8%	+$19.8K	0.13%	122
2023 Q2	$247K	Sell	2,645 -5,106	-66%	-$480K	0.11%	133
2023 Q1	$736K	Buy	+7,751	New	+$732K	0.18%	141

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Advisor Resource Council's MBB Position: Q1 2026 in Review

Advisor Resource Council reduced its iShares MBS ETF (MBB) stake by 0.71% in Q1 2026, selling an estimated $4.11K and leaving 5,971 shares worth $567K. The position accounts for 0.18% of the portfolio, ranked #111.

Advisor Resource Council first reported a position in MBB in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.43M in Q1 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Advisor Resource Council held 5,971 shares of iShares MBS ETF worth $567K as of Q1 2026.
Advisor Resource Council sold 43 iShares MBS ETF shares in Q1 2026, an estimated $4.11K.
iShares MBS ETF made up 0.18% of Advisor Resource Council's portfolio in Q1 2026, its #111 holding.
Advisor Resource Council first reported a position in iShares MBS ETF in Q1 2023 and has held it in 11 quarters since.
Advisor Resource Council's iShares MBS ETF position peaked at $6.43M in Q1 2025.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.