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 Q2	$6.06M	Sell	64,070 -1,999	-3%	-$189K	2.3%	6
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 $1.55T 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

Alternative Investment Advisors's MBB Position: Q2 2026 in Review

Alternative Investment Advisors reduced its iShares MBS ETF (MBB) stake by 3% in Q2 2026, selling an estimated $189K and leaving 64,070 shares worth $6.06M. The position accounts for 2.3% of the portfolio, ranked #6.

Alternative Investment Advisors first reported a position in MBB in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.72M in Q2 2024. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Alternative Investment Advisors held 64,070 shares of iShares MBS ETF worth $6.06M as of Q2 2026.
Alternative Investment Advisors sold 1,999 iShares MBS ETF shares in Q2 2026, an estimated $189K.
iShares MBS ETF made up 2.3% of Alternative Investment Advisors's portfolio in Q2 2026, its #6 holding.
Alternative Investment Advisors first reported a position in iShares MBS ETF in Q3 2023 and has held it in 12 quarters since.
Alternative Investment Advisors's iShares MBS ETF position peaked at $7.72M in Q2 2024.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.