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Avantax Advisory Services’s iShares MBS ETF MBB Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$17M Buy
180,998
+8,139
+5% +$754K 0.09% 168
2025
Q1 		$16.2M Sell
172,859
-14,190
-8% -$1.31M 0.1% 155
2024
Q4 		$17.1M Buy
187,049
+8,718
+5% +$812K 0.11% 149
2024
Q3 		$17.1M Buy
178,331
+13,851
+8% +$1.31M 0.11% 144
2024
Q2 		$15.1M Buy
164,480
+41,108
+33% +$3.74M 0.11% 145
2024
Q1 		$11.4M Buy
123,372
+9,007
+8% +$833K 0.1% 153
2023
Q4 		$10.8M Buy
114,365
+4,301
+4% +$386K 0.11% 149
2023
Q3 		$9.77M Sell
110,064
-87,887
-44% -$8.03M 0.11% 145
2023
Q2 		$18.5M Buy
197,951
+17,872
+10% +$1.68M 0.21% 81
2023
Q1 		$17.1M Buy
180,079
+32,788
+22% +$3.1M 0.21% 80
2022
Q4 		$13.7M Buy
147,291
+48,370
+49% +$4.46M 0.18% 93
2022
Q3 		$9.06M Buy
98,921
+1,164
+1% +$113K 0.14% 117
2022
Q2 		$9.53M Sell
97,757
-686
-0.7% -$67.3K 0.14% 112
2022
Q1 		$10M Sell
98,443
-6,626
-6% -$692K 0.14% 113
2021
Q4 		$11.3M Buy
105,069
+8,351
+9% +$899K 0.17% 94
2021
Q3 		$10.5M Buy
96,718
+6,299
+7% +$683K 0.17% 93
2021
Q2 		$9.79M Buy
90,419
+9,925
+12% +$1.08M 0.18% 93
2021
Q1 		$8.73M Buy
80,494
+4,521
+6% +$495K 0.19% 94
2020
Q4 		$8.38M Sell
75,973
-13,262
-15% -$1.46M 0.2% 87
2020
Q3 		$9.86M Buy
89,235
+30,890
+53% +$3.42M 0.16% 113
2020
Q2 		$6.46M Sell
58,345
-759
-1% -$84K 0.19% 86
2020
Q1 		$6.54M Buy
59,104
+4,108
+7% +$447K 0.2% 84
2019
Q4 		$5.96M Buy
+54,996
New +$5.94M 0.14% 97

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avantax Advisory Services's MBB Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares MBS ETF (MBB) stake by 4.7% in Q2 2025, buying an estimated $754K and bringing the position to 180,998 shares worth $17M. The position accounts for 0.09% of the portfolio, ranked #168.

Avantax Advisory Services first reported a position in MBB in Q4 2019 and has held it in 23 quarters since. The position peaked at $18.5M in Q2 2023. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • Avantax Advisory Services held 180,998 shares of iShares MBS ETF worth $17M as of Q2 2025.
  • Avantax Advisory Services bought 8,139 iShares MBS ETF shares in Q2 2025, an estimated $754K.
  • iShares MBS ETF made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #168 holding.
  • Avantax Advisory Services first reported a position in iShares MBS ETF in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's iShares MBS ETF position peaked at $18.5M in Q2 2023.
  • 936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.