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Avanda Investment Management’s iShares MBS ETF MBB Stock Holding History

Avanda Investment Management’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 		$3.78M Buy
+40,000
New +$3.78M 1.26% 8
2026
Q1 		– Sell
-112,618
Closed -$10.7M – 28
2025
Q4 		$10.7M Sell
112,618
-133,956
-54% -$12.8M 10.66% 3
2025
Q3 		$23.5M Sell
246,574
-2,884
-1% -$271K 18.47% 3
2025
Q2 		$23.4M Buy
+249,458
New +$23.1M 7.7% 6

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

Avanda Investment Management's MBB Position: Q2 2026 in Review

Avanda Investment Management opened a new position in iShares MBS ETF (MBB) in Q2 2026: 40,000 shares worth $3.78M. The stake represents 1.26% of the portfolio and ranks #8 among its holdings. This is a return to the name: Avanda Investment Management previously reported a position in MBB as recently as Q4 2025.

Avanda Investment Management first reported a position in MBB in Q2 2025 and has held it in 4 quarters since. The position peaked at $23.5M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Avanda Investment Management held 40,000 shares of iShares MBS ETF worth $3.78M as of Q2 2026.
  • iShares MBS ETF was a new Avanda Investment Management position in Q2 2026.
  • iShares MBS ETF made up 1.26% of Avanda Investment Management's portfolio in Q2 2026, its #8 holding.
  • Avanda Investment Management first reported a position in iShares MBS ETF in Q2 2025 and has held it in 4 quarters since.
  • Avanda Investment Management's iShares MBS ETF position peaked at $23.5M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Avanda Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.