Advocacy Wealth Management Services’s iShares MBS ETF MBB Stock Holding History

Advocacy Wealth Management Services’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	$22.5M	Buy	238,354 +9,434	+4%	+$892K	0.82%	31
2026 Q1	$21.7M	Buy	228,920 +10,749	+5%	+$1.03M	0.96%	24
2025 Q4	$20.8M	Buy	218,171 +7,056	+3%	+$673K	0.87%	31
2025 Q3	$20.1M	Buy	211,115 +10,767	+5%	+$1.01M	0.87%	31
2025 Q2	$18.8M	Sell	200,348 -4,078	-2%	-$378K	1.15%	28
2025 Q1	$19.2M	Sell	204,426 -40,924	-17%	-$3.79M	1.31%	22
2024 Q4	$22.5M	Buy	245,350 +19,248	+9%	+$1.79M	1.71%	19
2024 Q3	$21.7M	Buy	226,102 +13,620	+6%	+$1.29M	1.7%	19
2024 Q2	$19.5M	Buy	212,482 +17,998	+9%	+$1.64M	1.61%	18
2024 Q1	$18M	Buy	194,484 +54,640	+39%	+$5.05M	1.55%	19
2023 Q4	$13.2M	Buy	+139,844	New	+$12.5M	1.25%	19
2022 Q4	–	Sell	-287	Closed	-$26K	–	93
2022 Q3	$26K	Sell	287 -74	-20%	-$7.17K	﹤0.01%	69
2022 Q2	$35K	Hold	361	–	–	0.01%	59
2022 Q1	$37K	Hold	361	–	–	0.01%	60
2021 Q4	$39K	Hold	361	–	–	0.01%	63
2021 Q3	$39K	Hold	361	–	–	0.01%	60
2021 Q2	$39K	Hold	361	–	–	0.01%	72
2021 Q1	$39K	Hold	361	–	–	0.01%	64
2020 Q4	$40K	Hold	361	–	–	0.01%	60
2020 Q3	$40K	Hold	361	–	–	0.01%	61
2020 Q2	$40K	Hold	361	–	–	0.01%	57
2020 Q1	$40K	Hold	361	–	–	0.01%	44
2019 Q4	$39K	Sell	361 -13	-3%	-$1.4K	0.01%	58
2019 Q3	$41K	Hold	374	–	–	0.03%	52
2019 Q2	$40K	Hold	374	–	–	0.03%	47
2019 Q1	$40K	Hold	374	–	–	0.04%	39
2018 Q4	$39K	Buy	+374	New	+$38.5K	0.03%	44
2013 Q3	–	Sell	-275	Closed	-$29K	–	300
2013 Q2	$29K	Buy	+275	New	+$29.4K	0.12%	115

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

Advocacy Wealth Management Services's MBB Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its iShares MBS ETF (MBB) stake by 4.1% in Q2 2026, buying an estimated $892K and bringing the position to 238,354 shares worth $22.5M. The position accounts for 0.82% of the portfolio, ranked #31.

Advocacy Wealth Management Services first reported a position in MBB in Q2 2013 and has held it in 28 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Advocacy Wealth Management Services held 238,354 shares of iShares MBS ETF worth $22.5M as of Q2 2026.
Advocacy Wealth Management Services bought 9,434 iShares MBS ETF shares in Q2 2026, an estimated $892K.
iShares MBS ETF made up 0.82% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #31 holding.
Advocacy Wealth Management Services first reported a position in iShares MBS ETF in Q2 2013 and has held it in 28 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.