Annex Advisory Services’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
Other funds holding MBB
TWIM
TCIIS
Annex Advisory Services's MBB Position: Q2 2026 in Review
Annex Advisory Services reduced its iShares MBS ETF (MBB) stake by 79% in Q2 2026, selling an estimated $967K and leaving 2,685 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #317.
Annex Advisory Services first reported a position in MBB in Q3 2025 and has held it in 4 quarters since. The position peaked at $86M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.
- Annex Advisory Services held 2,685 shares of iShares MBS ETF worth $254K as of Q2 2026.
- Annex Advisory Services sold 10,229 iShares MBS ETF shares in Q2 2026, an estimated $967K.
- iShares MBS ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #317 holding.
- Annex Advisory Services first reported a position in iShares MBS ETF in Q3 2025 and has held it in 4 quarters since.
- Annex Advisory Services's iShares MBS ETF position peaked at $86M in Q4 2025.
- 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.
Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.