Arvest Investments’s iShares MBS ETF MBB Stock Holding History

Arvest Investments’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	$21.2M	Buy	224,016 +4,153	+2%	+$393K	2.56%	11
2026 Q1	$20.9M	Sell	219,863 -5,985	-3%	-$572K	2.85%	7
2025 Q4	$21.5M	Buy	225,848 +44	+0%	+$4.2K	3.02%	7
2025 Q3	$21.5M	Sell	225,804 -17,721	-7%	-$1.66M	3.08%	7
2025 Q2	$22.9M	Sell	243,525 -750	-0.3%	-$69.5K	3.44%	5
2025 Q1	$22.9M	Buy	244,275 +4,561	+2%	+$422K	3.61%	5
2024 Q4	$22M	Sell	239,714 -2,565	-1%	-$239K	3.51%	5
2024 Q3	$23.2M	Buy	242,279 +803	+0.3%	+$75.9K	3.51%	5
2024 Q2	$22.2M	Buy	241,476 +5,324	+2%	+$485K	3.55%	5
2024 Q1	$21.8M	Buy	236,152 +6,067	+3%	+$561K	3.46%	6
2023 Q4	$21.6M	Buy	+230,085	New	+$20.6M	3.52%	6

Other funds holding MBB

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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Arvest Investments's MBB Position: Q2 2026 in Review

Arvest Investments increased its iShares MBS ETF (MBB) stake by 1.9% in Q2 2026, buying an estimated $393K and bringing the position to 224,016 shares worth $21.2M. The position accounts for 2.56% of the portfolio, ranked #11.

Arvest Investments first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.2M in Q3 2024. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Arvest Investments held 224,016 shares of iShares MBS ETF worth $21.2M as of Q2 2026.
Arvest Investments bought 4,153 iShares MBS ETF shares in Q2 2026, an estimated $393K.
iShares MBS ETF made up 2.56% of Arvest Investments's portfolio in Q2 2026, its #11 holding.
Arvest Investments first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
Arvest Investments's iShares MBS ETF position peaked at $23.2M in Q3 2024.
495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.