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Bell Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Bell Investment 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 		$542K Buy
5,734
+1,023
+22% +$96.7K 0.08% 80
2026
Q1 		$447K Sell
4,711
-321
-6% -$30.7K 0.07% 84
2025
Q4 		$479K Buy
5,032
+89
+2% +$8.49K 0.08% 80
2025
Q3 		$470K Buy
4,943
+45
+0.9% +$4.23K 0.08% 80
2025
Q2 		$460K Sell
4,898
-1,671
-25% -$155K 0.08% 78
2025
Q1 		$616K Buy
6,569
+280
+4% +$25.9K 0.11% 60
2024
Q4 		$577K Buy
+6,289
New +$586K 0.11% 62

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

Bell Investment Advisors's MBB Position: Q2 2026 in Review

Bell Investment Advisors increased its iShares MBS ETF (MBB) stake by 22% in Q2 2026, buying an estimated $96.7K and bringing the position to 5,734 shares worth $542K. The position accounts for 0.08% of the portfolio, ranked #80.

Bell Investment Advisors first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $616K in Q1 2025. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Bell Investment Advisors held 5,734 shares of iShares MBS ETF worth $542K as of Q2 2026.
  • Bell Investment Advisors bought 1,023 iShares MBS ETF shares in Q2 2026, an estimated $96.7K.
  • iShares MBS ETF made up 0.08% of Bell Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • Bell Investment Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Bell Investment Advisors's iShares MBS ETF position peaked at $616K in Q1 2025.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.