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Beacon Pointe Advisors’s iShares MBS ETF MBB Stock Holding History

Beacon Pointe 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 		$85.5M Buy
904,453
+26,823
+3% +$2.54M 0.4% 54
2026
Q1 		$83.3M Buy
877,630
+26,444
+3% +$2.53M 0.44% 49
2025
Q4 		$81M Buy
851,186
+801,103
+1,600% +$76.4M 0.57% 36
2025
Q3 		$4.77M Buy
+50,083
New +$4.7M 0.04% 358
2024
Q2 		– Sell
-2,453
Closed -$227K – 1347
2024
Q1 		$227K Buy
2,453
+50
+2% +$4.63K ﹤0.01% 1218
2023
Q4 		$226K Sell
2,403
-1,762
-42% -$158K ﹤0.01% 1175
2023
Q3 		$370K Sell
4,165
-2,969
-42% -$271K ﹤0.01% 983
2023
Q2 		$665K Sell
7,134
-30,144
-81% -$2.84M 0.01% 635
2023
Q1 		$3.53M Buy
37,278
+20,499
+122% +$1.94M 0.06% 278
2022
Q4 		$1.56M Sell
16,779
-16,610
-50% -$1.53M 0.03% 415
2022
Q3 		$3.05M Sell
33,389
-122
-0.4% -$11.8K 0.07% 234
2022
Q2 		$3.26M Sell
33,511
-40,738
-55% -$4M 0.07% 245
2022
Q1 		$7.56M Buy
74,249
+71,833
+2,973% +$7.5M 0.1% 194
2021
Q4 		$260K Sell
2,416
-59,987
-96% -$6.46M 0.01% 784
2021
Q3 		$6.75M Buy
62,403
+59,760
+2,261% +$6.48M 0.17% 142
2021
Q2 		$286K Buy
2,643
+776
+42% +$84.1K 0.01% 672
2021
Q1 		$200K Buy
+1,867
New +$204K 0.01% 508
2020
Q3 		– Sell
-1,806
Closed -$200K – 419
2020
Q2 		$200K Buy
+1,806
New +$200K 0.02% 375

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

Beacon Pointe Advisors's MBB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares MBS ETF (MBB) stake by 3.1% in Q2 2026, buying an estimated $2.54M and bringing the position to 904,453 shares worth $85.5M. The position accounts for 0.4% of the portfolio, ranked #54.

Beacon Pointe Advisors first reported a position in MBB in Q2 2020 and has held it in 18 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Beacon Pointe Advisors held 904,453 shares of iShares MBS ETF worth $85.5M as of Q2 2026.
  • Beacon Pointe Advisors bought 26,823 iShares MBS ETF shares in Q2 2026, an estimated $2.54M.
  • iShares MBS ETF made up 0.4% of Beacon Pointe Advisors's portfolio in Q2 2026, its #54 holding.
  • Beacon Pointe Advisors first reported a position in iShares MBS ETF in Q2 2020 and has held it in 18 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.