Avantra Family Wealth’s iShares MBS ETF MBB Stock Holding History

Avantra Family Wealth’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	$323K	Buy	3,415 +57	+2%	+$5.39K	0.21%	137
2026 Q1	$319K	Buy	3,358 +18	+0.5%	+$1.72K	0.24%	122
2025 Q4	$318K	Buy	3,340 +16	+0.5%	+$1.53K	0.23%	118
2025 Q3	$316K	Sell	3,324 -56	-2%	-$5.26K	0.24%	119
2025 Q2	$317K	Sell	3,380 -1,492	-31%	-$138K	0.26%	102
2025 Q1	$457K	Sell	4,872 -324	-6%	-$30K	0.44%	85
2024 Q4	$476K	Buy	+5,196	New	+$484K	0.45%	82

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

Avantra Family Wealth's MBB Position: Q2 2026 in Review

Avantra Family Wealth increased its iShares MBS ETF (MBB) stake by 1.7% in Q2 2026, buying an estimated $5.39K and bringing the position to 3,415 shares worth $323K. The position accounts for 0.21% of the portfolio, ranked #137.

Avantra Family Wealth first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $476K in Q4 2024. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Avantra Family Wealth held 3,415 shares of iShares MBS ETF worth $323K as of Q2 2026.
Avantra Family Wealth bought 57 iShares MBS ETF shares in Q2 2026, an estimated $5.39K.
iShares MBS ETF made up 0.21% of Avantra Family Wealth's portfolio in Q2 2026, its #137 holding.
Avantra Family Wealth first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's iShares MBS ETF position peaked at $476K in Q4 2024.
495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.