Advisory Solutions Group’s iShares MBS ETF MBB Stock Holding History

Advisory Solutions Group’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 Q3	$2.54M	Sell	28,386 -2,068	-7%	-$192K	0.54%	51
2026 Q2	$2.88M	Buy	+30,454	New	+$2.88M	0.98%	26

Other funds holding MBB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Advisory Solutions Group's MBB Position: Q3 2026 in Review

Advisory Solutions Group reduced its iShares MBS ETF (MBB) stake by 6.8% in Q3 2026, selling an estimated $192K and leaving 28,386 shares worth $2.54M. The position accounts for 0.54% of the portfolio, ranked #51.

Advisory Solutions Group first reported a position in MBB in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.88M in Q2 2026. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Advisory Solutions Group held 28,386 shares of iShares MBS ETF worth $2.54M as of Q3 2026.
Advisory Solutions Group sold 2,068 iShares MBS ETF shares in Q3 2026, an estimated $192K.
iShares MBS ETF made up 0.54% of Advisory Solutions Group's portfolio in Q3 2026, its #51 holding.
Advisory Solutions Group first reported a position in iShares MBS ETF in Q2 2026 and has held it in 2 quarters since.
Advisory Solutions Group's iShares MBS ETF position peaked at $2.88M in Q2 2026.
820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.