AWM
MBB icon

Avior Wealth Management’s iShares MBS ETF MBB Stock Holding History

Avior Wealth 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 		$208K Sell
2,199
-260
-11% -$24.6K 0.01% 750
2026
Q1 		$233K Sell
2,459
-44
-2% -$4.2K 0.01% 753
2025
Q4 		$238K Sell
2,503
-310
-11% -$29.6K 0.01% 677
2025
Q3 		$268K Buy
2,813
+90
+3% +$8.46K 0.01% 630
2025
Q2 		$256K Sell
2,723
-21
-0.8% -$1.95K 0.01% 611
2025
Q1 		$257K Buy
2,744
+18
+0.7% +$1.67K 0.01% 588
2024
Q4 		$250K Sell
2,726
-205
-7% -$19.1K 0.01% 639
2024
Q3 		$281K Buy
2,931
+63
+2% +$5.96K 0.01% 610
2024
Q2 		$263K Buy
2,868
+619
+28% +$56.4K 0.01% 603
2024
Q1 		$208K Buy
2,249
+2,042
+986% +$189K 0.01% 699
2023
Q4 		$19.5K Sell
207
-117
-36% -$10.5K ﹤0.01% 893
2023
Q3 		$28.8K Buy
324
+273
+535% +$25K ﹤0.01% 879
2023
Q2 		$4.76K Hold
51
– – ﹤0.01% 1181
2023
Q1 		$4.83K Buy
+51
New +$4.82K ﹤0.01% 1208
2022
Q4 		– Sell
-277
Closed -$25K – 1315
2022
Q3 		$25K Buy
277
+271
+4,517% +$26.3K ﹤0.01% 708
2022
Q2 		$0 Sell
6
-4
-40% -$392 ﹤0.01% 1159
2022
Q1 		$1K Sell
10
-69
-87% -$7.2K ﹤0.01% 1042
2021
Q4 		$8K Sell
79
-37
-32% -$3.98K ﹤0.01% 832
2021
Q3 		$12K Buy
116
+110
+1,833% +$11.9K ﹤0.01% 744
2021
Q2 		$0 Sell
6
-253
-98% -$27.4K ﹤0.01% 1097
2021
Q1 		$28K Buy
+259
New +$28.4K ﹤0.01% 591
2019
Q3 		– Sell
-56
Closed -$6K – 833
2019
Q2 		$6K Buy
+56
New +$5.96K ﹤0.01% 636
2014
Q3 		– Sell
-288
Closed -$31K – 332
2014
Q2 		$31K Buy
+288
New +$30.9K 0.03% 163

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

Avior Wealth Management's MBB Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares MBS ETF (MBB) stake by 11% in Q2 2026, selling an estimated $24.6K and leaving 2,199 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #750.

Avior Wealth Management first reported a position in MBB in Q2 2014 and has held it in 23 quarters since. The position peaked at $281K in Q3 2024. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Avior Wealth Management held 2,199 shares of iShares MBS ETF worth $208K as of Q2 2026.
  • Avior Wealth Management sold 260 iShares MBS ETF shares in Q2 2026, an estimated $24.6K.
  • iShares MBS ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #750 holding.
  • Avior Wealth Management first reported a position in iShares MBS ETF in Q2 2014 and has held it in 23 quarters since.
  • Avior Wealth Management's iShares MBS ETF position peaked at $281K in Q3 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.