BCU Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

BCU 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	$2.01M	Buy	21,265 +725	+4%	+$68.6K	0.67%	15
2026 Q1	$1.95M	Buy	20,540 +930	+5%	+$88.8K	0.73%	16
2025 Q4	$1.87M	Sell	19,610 -362	-2%	-$34.5K	0.71%	17
2025 Q3	$1.9M	Sell	19,972 -1,531	-7%	-$144K	0.77%	18
2025 Q2	$2.02M	Sell	21,503 -4	-0%	-$371	0.91%	17
2025 Q1	$2.02M	Buy	21,507 +2,826	+15%	+$261K	1.05%	15
2024 Q4	$1.71M	Buy	18,681 +2,715	+17%	+$253K	0.98%	15
2024 Q3	$1.53M	Buy	15,966 +1,261	+9%	+$119K	0.91%	17
2024 Q2	$1.35M	Buy	14,705 +1,412	+11%	+$129K	1%	16
2024 Q1	$1.23M	Buy	13,293 +1,791	+16%	+$166K	1.04%	14
2023 Q4	$1.08M	Buy	+11,502	New	+$1.03M	1.17%	14

Other funds holding MBB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

BCU Wealth Advisors's MBB Position: Q2 2026 in Review

BCU Wealth Advisors increased its iShares MBS ETF (MBB) stake by 3.5% in Q2 2026, buying an estimated $68.6K and bringing the position to 21,265 shares worth $2.01M. The position accounts for 0.67% of the portfolio, ranked #15.

BCU Wealth Advisors first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.02M in Q2 2025. 210 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

BCU Wealth Advisors held 21,265 shares of iShares MBS ETF worth $2.01M as of Q2 2026.
BCU Wealth Advisors bought 725 iShares MBS ETF shares in Q2 2026, an estimated $68.6K.
iShares MBS ETF made up 0.67% of BCU Wealth Advisors's portfolio in Q2 2026, its #15 holding.
BCU Wealth Advisors first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
BCU Wealth Advisors's iShares MBS ETF position peaked at $2.02M in Q2 2025.
210 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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