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Armis Advisers’s iShares MBS ETF MBB Stock Holding History

Armis Advisers’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 		$233K Sell
2,473
-11
-0.4% -$1.04K 0.02% 426
2026
Q1 		$234K Sell
2,484
-176
-7% -$16.8K 0.02% 397
2025
Q4 		$250K Buy
+2,660
New +$254K 0.03% 368
2025
Q3 		– Sell
-6,147
Closed -$577K – 439
2025
Q2 		$577K Sell
6,147
-997
-14% -$92.4K 0.05% 261
2025
Q1 		$670K Sell
7,144
-2,088
-23% -$193K 0.06% 220
2024
Q4 		$846K Buy
+9,232
New +$860K 0.1% 142

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Armis Advisers's MBB Position: Q2 2026 in Review

Armis Advisers reduced its iShares MBS ETF (MBB) stake by 0.44% in Q2 2026, selling an estimated $1.04K and leaving 2,473 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #426.

Armis Advisers first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $846K in Q4 2024. 214 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Armis Advisers held 2,473 shares of iShares MBS ETF worth $233K as of Q2 2026.
  • Armis Advisers sold 11 iShares MBS ETF shares in Q2 2026, an estimated $1.04K.
  • iShares MBS ETF made up 0.02% of Armis Advisers's portfolio in Q2 2026, its #426 holding.
  • Armis Advisers first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • Armis Advisers's iShares MBS ETF position peaked at $846K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.