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ArborFi Advisors’s iShares MBS ETF MBB Stock Holding History

ArborFi 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 		$3.02M Buy
31,928
+1,202
+4% +$114K 2.19% 14
2026
Q1 		$2.92M Buy
30,726
+2,824
+10% +$270K 2.38% 13
2025
Q4 		$2.66M Buy
27,902
+1,520
+6% +$145K 2.16% 13
2025
Q3 		$2.51M Buy
26,382
+51
+0.2% +$4.79K 2.04% 14
2025
Q2 		$2.47M Sell
26,331
-241
-0.9% -$22.3K 2.18% 12
2025
Q1 		$2.49M Buy
26,572
+1,001
+4% +$92.6K 2.48% 10
2024
Q4 		$2.34M Buy
+25,571
New +$2.38M 2.35% 11

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

ArborFi Advisors's MBB Position: Q2 2026 in Review

ArborFi Advisors increased its iShares MBS ETF (MBB) stake by 3.9% in Q2 2026, buying an estimated $114K and bringing the position to 31,928 shares worth $3.02M. The position accounts for 2.19% of the portfolio, ranked #14.

ArborFi Advisors first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • ArborFi Advisors held 31,928 shares of iShares MBS ETF worth $3.02M as of Q2 2026.
  • ArborFi Advisors bought 1,202 iShares MBS ETF shares in Q2 2026, an estimated $114K.
  • iShares MBS ETF made up 2.19% of ArborFi Advisors's portfolio in Q2 2026, its #14 holding.
  • ArborFi Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on ArborFi Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.