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 Q2	$594K	Buy	6,301 +330	+6%	+$31.2K	0.17%	121
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advisor Resource Council's MBB Position: Q2 2026 in Review

Advisor Resource Council increased its iShares MBS ETF (MBB) stake by 5.5% in Q2 2026, buying an estimated $31.2K and bringing the position to 6,301 shares worth $594K. The position accounts for 0.17% of the portfolio, ranked #121.

Advisor Resource Council first reported a position in MBB in Q1 2023 and has held it in 12 quarters since. The position peaked at $6.43M in Q1 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Advisor Resource Council held 6,301 shares of iShares MBS ETF worth $594K as of Q2 2026.
Advisor Resource Council bought 330 iShares MBS ETF shares in Q2 2026, an estimated $31.2K.
iShares MBS ETF made up 0.17% of Advisor Resource Council's portfolio in Q2 2026, its #121 holding.
Advisor Resource Council first reported a position in iShares MBS ETF in Q1 2023 and has held it in 12 quarters since.
Advisor Resource Council's iShares MBS ETF position peaked at $6.43M in Q1 2025.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.