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Arkadios Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Arkadios Wealth 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
Q1 		$2.91M Sell
30,629
-1,058
-3% -$101K 0.05% 398
2025
Q4 		$3.02M Buy
31,687
+2,680
+9% +$256K 0.06% 332
2025
Q3 		$2.76M Buy
29,007
+5,999
+26% +$564K 0.07% 306
2025
Q2 		$2.16M Sell
23,008
-1,818
-7% -$168K 0.06% 328
2025
Q1 		$2.33M Buy
24,826
+1,365
+6% +$126K 0.09% 255
2024
Q4 		$2.15M Sell
23,461
-969
-4% -$90.2K 0.12% 173
2024
Q3 		$2.34M Buy
24,430
+1,513
+7% +$143K 0.13% 161
2024
Q2 		$2.1M Buy
+22,917
New +$2.09M 0.14% 160
2024
Q1 		– Sell
-4,080
Closed -$384K – 766
2023
Q4 		$384K Buy
4,080
+905
+29% +$81.2K 0.03% 448
2023
Q3 		$282K Buy
+3,175
New +$290K 0.03% 507
2023
Q2 		– Sell
-2,595
Closed -$246K – 633
2023
Q1 		$246K Buy
2,595
+167
+7% +$15.8K 0.03% 496
2022
Q4 		$225K Buy
+2,428
New +$224K 0.03% 486
2021
Q4 		– Sell
-850
Closed -$91K – 1281
2021
Q3 		$91K Buy
850
+46
+6% +$4.99K 0.01% 711
2021
Q2 		$87K Buy
804
+699
+666% +$75.8K 0.01% 756
2021
Q1 		$11K Buy
105
+10
+11% +$1.09K ﹤0.01% 1161
2020
Q4 		$10K Sell
95
-151
-61% -$16.6K ﹤0.01% 960
2020
Q3 		$27.1K Sell
246
-14
-5% -$1.55K 0.01% 537
2020
Q2 		$28.8K Buy
260
+125
+93% +$13.8K 0.02% 476
2020
Q1 		$14.9K Buy
135
+3
+2% +$326 0.01% 552
2019
Q4 		$14.4K Buy
+132
New +$14.3K 0.01% 525

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Arkadios Wealth Advisors's MBB Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its iShares MBS ETF (MBB) stake by 3.3% in Q1 2026, selling an estimated $101K and leaving 30,629 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #398.

Arkadios Wealth Advisors first reported a position in MBB in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.02M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Arkadios Wealth Advisors held 30,629 shares of iShares MBS ETF worth $2.91M as of Q1 2026.
  • Arkadios Wealth Advisors sold 1,058 iShares MBS ETF shares in Q1 2026, an estimated $101K.
  • iShares MBS ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #398 holding.
  • Arkadios Wealth Advisors first reported a position in iShares MBS ETF in Q4 2019 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's iShares MBS ETF position peaked at $3.02M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.