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

ARQ 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 Q2	$2.85M	Buy	+30,582	New	+$2.89M	0.35%	80
2025 Q3	–	Sell	-37,444	Closed	-$3.51M	–	139
2025 Q2	$3.51M	Buy	+37,444	New	+$3.47M	1.21%	28
2023 Q1	–	Sell	-92,178	Closed	-$8.55M	–	55
2022 Q4	$8.55M	Buy	+92,178	New	+$8.5M	5.58%	4
2021 Q1	–	Sell	-111,822	Closed	-$12.3M	–	49
2020 Q4	$12.3M	Buy	+111,822	New	+$12.3M	7.74%	2

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ARQ Wealth Advisors's MBB Position: Q2 2026 in Review

ARQ Wealth Advisors opened a new position in iShares MBS ETF (MBB) in Q2 2026: 30,582 shares worth $2.85M. The stake represents 0.35% of the portfolio and ranks #80 among its holdings. This is a return to the name: ARQ Wealth Advisors previously reported a position in MBB as recently as Q2 2025.

ARQ Wealth Advisors first reported a position in MBB in Q4 2020 and has held it in 4 quarters since. The position peaked at $12.3M in Q4 2020. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

ARQ Wealth Advisors held 30,582 shares of iShares MBS ETF worth $2.85M as of Q2 2026.
iShares MBS ETF was a new ARQ Wealth Advisors position in Q2 2026.
iShares MBS ETF made up 0.35% of ARQ Wealth Advisors's portfolio in Q2 2026, its #80 holding.
ARQ Wealth Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 4 quarters since.
ARQ Wealth Advisors's iShares MBS ETF position peaked at $12.3M in Q4 2020.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.