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Advocate Investing Services’s iShares MBS ETF MBB Stock Holding History

Advocate Investing 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 		$19.4K Buy
205
+54
+36% +$5.11K 0.01% 228
2026
Q1 		$14.3K Buy
+151
New +$14.4K 0.01% 221

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

Advocate Investing Services's MBB Position: Q2 2026 in Review

Advocate Investing Services increased its iShares MBS ETF (MBB) stake by 36% in Q2 2026, buying an estimated $5.11K and bringing the position to 205 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #228.

Advocate Investing Services first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Advocate Investing Services held 205 shares of iShares MBS ETF worth $19.4K as of Q2 2026.
  • Advocate Investing Services bought 54 iShares MBS ETF shares in Q2 2026, an estimated $5.11K.
  • iShares MBS ETF made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #228 holding.
  • Advocate Investing Services first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.