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Aptus Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Aptus Capital 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 		$2.51M Sell
26,592
-310
-1% -$29.3K 0.02% 468
2026
Q1 		$2.55M Sell
26,902
-4,625
-15% -$442K 0.02% 434
2025
Q4 		$3M Buy
31,527
+1,485
+5% +$142K 0.02% 388
2025
Q3 		$2.86M Buy
30,042
+8,637
+40% +$811K 0.02% 381
2025
Q2 		$2.01M Sell
21,405
-2,561
-11% -$237K 0.02% 416
2025
Q1 		$2.25M Sell
23,966
-3,116
-12% -$288K 0.02% 376
2024
Q4 		$2.48M Buy
27,082
+21,258
+365% +$1.98M 0.03% 363
2024
Q3 		$558K Sell
5,824
-39,773
-87% -$3.76M 0.01% 514
2024
Q2 		$4.19M Buy
45,597
+3,701
+9% +$337K 0.07% 202
2024
Q1 		$3.87M Buy
41,896
+41,733
+25,603% +$3.86M 0.07% 209
2023
Q4 		$15.3K Buy
163
+26
+19% +$2.33K ﹤0.01% 767
2023
Q3 		$12.2K Sell
137
-61
-31% -$5.58K ﹤0.01% 786
2023
Q2 		$18.5K Hold
198
– – ﹤0.01% 658
2023
Q1 		$18.8K Sell
198
-2,911
-94% -$275K ﹤0.01% 637
2022
Q4 		$288K Buy
3,109
+1,678
+117% +$155K 0.01% 418
2022
Q3 		$131K Buy
1,431
+346
+32% +$33.5K ﹤0.01% 478
2022
Q2 		$106K Buy
1,085
+268
+33% +$26.3K ﹤0.01% 415
2022
Q1 		$83K Buy
817
+601
+278% +$62.7K ﹤0.01% 479
2021
Q4 		$23K Buy
216
+187
+645% +$20.1K ﹤0.01% 461
2021
Q3 		$3K Sell
29
-739
-96% -$80.2K ﹤0.01% 508
2021
Q2 		$83K Buy
768
+16
+2% +$1.74K ﹤0.01% 406
2021
Q1 		$82K Sell
752
-64
-8% -$7.01K ﹤0.01% 382
2020
Q4 		$89K Buy
816
+812
+20,300% +$89.4K ﹤0.01% 340
2020
Q3 		$0 Hold
4
– – ﹤0.01% 487
2020
Q2 		$0 Hold
4
– – ﹤0.01% 441
2020
Q1 		$0 Sell
4
-2
-33% -$218 ﹤0.01% 480
2019
Q4 		$0 Buy
+6
New +$648 ﹤0.01% 541

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aptus Capital Advisors's MBB Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares MBS ETF (MBB) stake by 1.2% in Q2 2026, selling an estimated $29.3K and leaving 26,592 shares worth $2.51M. The position accounts for 0.02% of the portfolio, ranked #468.

Aptus Capital Advisors first reported a position in MBB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.19M in Q2 2024. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Aptus Capital Advisors held 26,592 shares of iShares MBS ETF worth $2.51M as of Q2 2026.
  • Aptus Capital Advisors sold 310 iShares MBS ETF shares in Q2 2026, an estimated $29.3K.
  • iShares MBS ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #468 holding.
  • Aptus Capital Advisors first reported a position in iShares MBS ETF in Q4 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's iShares MBS ETF position peaked at $4.19M in Q2 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.