Alternative Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Alternative Investment Advisors’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 Q1	$6.27M	Sell	66,069 -4,397	-6%	-$420K	2.74%	5
2025 Q4	$6.71M	Sell	70,466 -2,045	-3%	-$195K	2.89%	5
2025 Q3	$6.9M	Sell	72,511 -1,441	-2%	-$135K	3.14%	5
2025 Q2	$6.94M	Sell	73,952 -3,047	-4%	-$282K	3.45%	2
2025 Q1	$7.22M	Sell	76,999 -1,853	-2%	-$171K	3.82%	5
2024 Q4	$7.23M	Sell	78,852 -1,621	-2%	-$151K	3.77%	5
2024 Q3	$7.71M	Sell	80,473 -3,627	-4%	-$343K	4.05%	6
2024 Q2	$7.72M	Buy	84,100 +4,470	+6%	+$407K	4.41%	7
2024 Q1	$7.29M	Buy	79,630 +3,925	+5%	+$363K	4.39%	7
2023 Q4	$7.12M	Buy	75,705 +60,371	+394%	+$5.41M	4.64%	6
2023 Q3	$1.36M	Buy	+15,334	New	+$1.4M	0.95%	31

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Alternative Investment Advisors's MBB Position: Q1 2026 in Review

Alternative Investment Advisors reduced its iShares MBS ETF (MBB) stake by 6.2% in Q1 2026, selling an estimated $420K and leaving 66,069 shares worth $6.27M. The position accounts for 2.74% of the portfolio, ranked #5.

Alternative Investment Advisors first reported a position in MBB in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.72M in Q2 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Alternative Investment Advisors held 66,069 shares of iShares MBS ETF worth $6.27M as of Q1 2026.
Alternative Investment Advisors sold 4,397 iShares MBS ETF shares in Q1 2026, an estimated $420K.
iShares MBS ETF made up 2.74% of Alternative Investment Advisors's portfolio in Q1 2026, its #5 holding.
Alternative Investment Advisors first reported a position in iShares MBS ETF in Q3 2023 and has held it in 11 quarters since.
Alternative Investment Advisors's iShares MBS ETF position peaked at $7.72M in Q2 2024.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Alternative Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.