Annex Advisory Services
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Annex Advisory Services’s iShares MBS ETF MBB Stock Holding History

Annex Advisory Services’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
Q3 		– Sell
-2,685
Closed -$254K – 389
2026
Q2 		$254K Sell
2,685
-10,229
-79% -$967K ﹤0.01% 317
2026
Q1 		$1.23M Sell
12,914
-890,094
-99% -$85M 0.02% 179
2025
Q4 		$86M Buy
903,008
+42,591
+5% +$4.06M 1.64% 15
2025
Q3 		$81.9M Buy
+860,417
New +$80.8M 1.74% 15

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Annex Advisory Services's MBB Position: Q3 2026 in Review

Annex Advisory Services sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 2,685 shares — an estimated $254K sold.

Annex Advisory Services first reported a position in MBB in Q3 2025 and held it in 4 quarters. The position peaked at $86M in Q4 2025. 199 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Annex Advisory Services reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
  • Annex Advisory Services sold 2,685 iShares MBS ETF shares in Q3 2026, an estimated $254K.
  • Annex Advisory Services first reported a position in iShares MBS ETF in Q3 2025 and held it in 4 quarters.
  • Annex Advisory Services's iShares MBS ETF position peaked at $86M in Q4 2025.
  • 199 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.