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Arax Advisory Partners’s iShares MBS ETF MBB Stock Holding History

Arax Advisory Partners’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 		$18.8M Buy
198,697
+99,899
+101% +$9.45M 0.12% 172
2026
Q1 		$9.38M Buy
98,798
+53,370
+117% +$5.1M 0.26% 81
2025
Q4 		$4.33M Buy
+45,428
New +$4.33M 0.13% 138
2025
Q3 		– Sell
-8,570
Closed -$805K – 4035
2025
Q2 		$805K Buy
8,570
+324
+4% +$30K 0.04% 291
2025
Q1 		$773K Sell
8,246
-1,305
-14% -$121K 0.05% 222
2024
Q4 		$876K Sell
9,551
-859
-8% -$80K 0.06% 194
2024
Q3 		$997K Sell
10,410
-1,091
-9% -$103K 0.09% 117
2024
Q2 		$1.06M Sell
11,501
-12
-0.1% -$1.09K 0.1% 113
2024
Q1 		$1.06M Sell
11,513
-91
-0.8% -$8.42K 0.11% 102
2023
Q4 		$1.09M Sell
11,604
-608
-5% -$54.5K 0.12% 101
2023
Q3 		$1.08M Sell
12,212
-2,330
-16% -$213K 0.14% 86
2023
Q2 		$1.36M Sell
14,542
-128
-0.9% -$12K 0.17% 63
2023
Q1 		$1.39M Sell
14,670
-978
-6% -$92.4K 0.18% 59
2022
Q4 		$1.45M Buy
15,648
+307
+2% +$28.3K 0.2% 59
2022
Q3 		$1.41M Sell
15,341
-210,492
-93% -$20.4M 0.22% 51
2022
Q2 		$22M Buy
225,833
+21,906
+11% +$2.15M 3.33% 8
2022
Q1 		$20.8M Buy
203,927
+198,846
+3,914% +$20.8M 2.77% 10
2021
Q4 		$546K Sell
5,081
-227,455
-98% -$24.5M 0.07% 102
2021
Q3 		$25.1M Buy
232,536
+6,900
+3% +$748K 3.44% 9
2021
Q2 		$24.4M Buy
+225,636
New +$24.5M 3.33% 9
2020
Q4 		$18.1M Buy
164,213
+1,832
+1% +$202K 2.68% 12
2020
Q3 		$17.9M Buy
162,381
+10,047
+7% +$1.11M 3.02% 11
2020
Q2 		$16.9M Buy
152,334
+136,698
+874% +$15.1M 3% 11
2020
Q1 		$1.73M Sell
15,636
-143,864
-90% -$15.7M 0.4% 39
2019
Q4 		$17.2M Buy
159,500
+3,693
+2% +$399K 4.95% 4
2019
Q3 		$16.9M Buy
155,807
+8,847
+6% +$955K 5.09% 4
2019
Q2 		$15.8M Buy
+146,960
New +$15.6M 5.26% 4
2018
Q4 		$13.4M Buy
+128,293
New +$13.2M 5.34% 4

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

Arax Advisory Partners's MBB Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares MBS ETF (MBB) stake by 101% in Q2 2026, buying an estimated $9.45M and bringing the position to 198,697 shares worth $18.8M. The position accounts for 0.12% of the portfolio, ranked #172.

Arax Advisory Partners first reported a position in MBB in Q4 2018 and has held it in 28 quarters since. The position peaked at $25.1M in Q3 2021. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Arax Advisory Partners held 198,697 shares of iShares MBS ETF worth $18.8M as of Q2 2026.
  • Arax Advisory Partners bought 99,899 iShares MBS ETF shares in Q2 2026, an estimated $9.45M.
  • iShares MBS ETF made up 0.12% of Arax Advisory Partners's portfolio in Q2 2026, its #172 holding.
  • Arax Advisory Partners first reported a position in iShares MBS ETF in Q4 2018 and has held it in 28 quarters since.
  • Arax Advisory Partners's iShares MBS ETF position peaked at $25.1M in Q3 2021.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.