Rose Capital Advisors LLC’s iShares MBS ETF MBB Stock Holding History

Rose Capital Advisors LLC’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	$1.19M	Buy	+12,551	New	+$1.19M	0.59%	37

Other funds holding MBB

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Rose Capital Advisors LLC's MBB Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares MBS ETF (MBB) in Q2 2026: 12,551 shares worth $1.19M. The stake represents 0.59% of the portfolio and ranks #37 among its holdings.

680 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Rose Capital Advisors LLC held 12,551 shares of iShares MBS ETF worth $1.19M as of Q2 2026.
iShares MBS ETF was a new Rose Capital Advisors LLC position in Q2 2026.
iShares MBS ETF made up 0.59% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #37 holding.
680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.