AIM
MBB icon

Advyzon Investment Management’s iShares MBS ETF MBB Stock Holding History

Advyzon Investment Management’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 		$709K Buy
7,505
+1,157
+18% +$109K 0.05% 353
2026
Q1 		$603K Buy
6,348
+77
+1% +$7.36K 0.05% 341
2025
Q4 		$597K Buy
6,271
+4,083
+187% +$389K 0.07% 278
2025
Q3 		$208K Buy
+2,188
New +$206K 0.04% 444
2025
Q2 		– Sell
-895
Closed -$84K – 390
2025
Q1 		$84K Buy
+895
New +$82.8K 0.03% 278

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

Advyzon Investment Management's MBB Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares MBS ETF (MBB) stake by 18% in Q2 2026, buying an estimated $109K and bringing the position to 7,505 shares worth $709K. The position accounts for 0.05% of the portfolio, ranked #353.

Advyzon Investment Management first reported a position in MBB in Q1 2025 and has held it in 5 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Advyzon Investment Management held 7,505 shares of iShares MBS ETF worth $709K as of Q2 2026.
  • Advyzon Investment Management bought 1,157 iShares MBS ETF shares in Q2 2026, an estimated $109K.
  • iShares MBS ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #353 holding.
  • Advyzon Investment Management first reported a position in iShares MBS ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.