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Aventura Private Wealth’s iShares MBS ETF MBB Stock Holding History

Aventura Private 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 		$33.5K Hold
354
– – 0.01% 397
2026
Q1 		$33.6K Sell
354
-11
-3% -$1.05K 0.01% 377
2025
Q4 		$34.8K Hold
365
– – 0.01% 343
2025
Q3 		$34.7K Sell
365
-12
-3% -$1.13K 0.01% 335
2025
Q2 		$35.4K Hold
377
– – 0.02% 311
2025
Q1 		$35.4K Hold
377
– – 0.02% 298
2024
Q4 		$34.6K Buy
+377
New +$35.1K 0.02% 290

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 22.9% 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

Aventura Private Wealth's MBB Position: Q2 2026 in Review

Aventura Private Wealth held its iShares MBS ETF (MBB) position steady in Q2 2026 at 354 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #397.

Aventura Private Wealth first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.4K in Q2 2025. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Aventura Private Wealth held 354 shares of iShares MBS ETF worth $33.5K as of Q2 2026.
  • Aventura Private Wealth left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #397 holding.
  • Aventura Private Wealth first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's iShares MBS ETF position peaked at $35.4K in Q2 2025.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.