B. Riley Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

B. Riley Wealth Advisors’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	$2.14M	Buy	22,530 +3,841	+21%	+$363K	0.11%	172
2026 Q1	$1.77M	Sell	18,689 -118	-0.6%	-$11.3K	0.11%	177
2025 Q4	$1.79M	Sell	18,807 -491	-3%	-$46.8K	0.08%	224
2025 Q3	$1.84M	Buy	19,298 +766	+4%	+$72K	0.08%	221
2025 Q2	$1.74M	Buy	+18,532	New	+$1.72M	0.08%	235
2024 Q4	$4.22M	Sell	46,071 -39,627	-46%	-$3.69M	0.14%	160
2024 Q3	$8.19M	Buy	85,698 +1,694	+2%	+$160K	0.23%	94
2024 Q2	$7.71M	Sell	84,004 -9,029	-10%	-$822K	0.2%	105
2024 Q1	$8.26M	Buy	93,033 +23,563	+34%	+$2.18M	0.22%	92
2023 Q4	$6.54M	Sell	69,470 -23,563	-25%	-$2.11M	0.18%	126
2023 Q3	$8.26M	Sell	93,033 -10,302	-10%	-$942K	0.22%	92
2023 Q2	$9.64M	Buy	103,335 +2,863	+3%	+$269K	0.22%	93
2023 Q1	$9.52M	Buy	100,472 +17,122	+21%	+$1.62M	0.25%	82
2022 Q4	$7.73M	Buy	83,350 +67,840	+437%	+$6.26M	0.22%	105
2022 Q3	$1.42M	Buy	15,510 +471	+3%	+$45.7K	0.04%	392
2022 Q2	$1.47M	Sell	15,039 -667	-4%	-$65.4K	0.06%	309
2022 Q1	$1.6M	Sell	15,706 -2,436	-13%	-$254K	0.05%	346
2021 Q4	$1.95M	Sell	18,142 -999	-5%	-$108K	0.06%	360
2021 Q3	$2.07M	Buy	19,141 +1,126	+6%	+$122K	0.07%	325
2021 Q2	$1.95M	Buy	18,015 +439	+2%	+$47.6K	0.06%	341
2021 Q1	$1.91M	Sell	17,576 -15,527	-47%	-$1.7M	0.07%	318
2020 Q4	$3.65M	Buy	33,103 +28,870	+682%	+$3.18M	0.2%	121
2020 Q3	$468K	Sell	4,233 -49	-1%	-$5.42K	0.02%	553
2020 Q2	$474K	Sell	4,282 -20,036	-82%	-$2.22M	0.03%	477
2020 Q1	$2.69M	Sell	24,318 -5,587	-19%	-$608K	0.23%	107
2019 Q4	$3.23M	Buy	29,905 +13,750	+85%	+$1.49M	0.28%	83
2019 Q3	$1.75M	Buy	16,155 +10,823	+203%	+$1.17M	0.17%	131
2019 Q2	$574K	Buy	5,332 +2,163	+68%	+$230K	0.06%	327
2019 Q1	$338K	Sell	3,169 -82	-3%	-$8.62K	0.04%	454
2018 Q4	$341K	Sell	3,251 -832	-20%	-$85.6K	0.05%	401
2018 Q3	$422K	Sell	4,083 -379	-8%	-$39.3K	0.05%	390
2018 Q2	$466K	Buy	4,462 +780	+21%	+$81K	0.06%	342
2018 Q1	$386K	Buy	3,682 +1,670	+83%	+$175K	0.05%	380
2017 Q4	$216K	Buy	+2,012	New	+$215K	0.03%	555
2015 Q1	–	Sell	-485	Closed	-$53	–	1386
2014 Q4	$53	Buy	+485	New	+$53K	﹤0.01%	2058
2014 Q3	–	Sell	-400	Closed	-$43.3K	–	1368
2014 Q2	$43.3K	Buy	+400	New	+$42.9K	0.01%	1096
2013 Q3	–	Sell	-1,826	Closed	-$192K	–	715
2013 Q2	$192K	Buy	+1,826	New	+$195K	0.07%	337

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

B. Riley Wealth Advisors's MBB Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares MBS ETF (MBB) stake by 21% in Q2 2026, buying an estimated $363K and bringing the position to 22,530 shares worth $2.14M. The position accounts for 0.11% of the portfolio, ranked #172.

B. Riley Wealth Advisors first reported a position in MBB in Q2 2013 and has held it in 37 quarters since. The position peaked at $9.64M in Q2 2023. 403 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

B. Riley Wealth Advisors held 22,530 shares of iShares MBS ETF worth $2.14M as of Q2 2026.
B. Riley Wealth Advisors bought 3,841 iShares MBS ETF shares in Q2 2026, an estimated $363K.
iShares MBS ETF made up 0.11% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #172 holding.
B. Riley Wealth Advisors first reported a position in iShares MBS ETF in Q2 2013 and has held it in 37 quarters since.
B. Riley Wealth Advisors's iShares MBS ETF position peaked at $9.64M in Q2 2023.
403 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.