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Cahill Financial Advisors’s iShares MBS ETF MBB Stock Holding History

Cahill Financial 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 		$447K Hold
4,730
– – 0.04% 197
2026
Q1 		$449K Sell
4,730
-1,303
-22% -$124K 0.05% 191
2025
Q4 		$574K Sell
6,033
-436
-7% -$41.6K 0.06% 162
2025
Q3 		$616K Buy
6,469
+220
+4% +$20.7K 0.07% 154
2025
Q2 		$587K Buy
+6,249
New +$579K 0.07% 151
2024
Q4 		– Sell
-2,170
Closed -$208K – 269
2024
Q3 		$208K Sell
2,170
-6,431
-75% -$608K 0.03% 245
2024
Q2 		$790K Buy
8,601
+139
+2% +$12.7K 0.11% 140
2024
Q1 		$782K Sell
8,462
-325
-4% -$30.1K 0.11% 143
2023
Q4 		$827K Sell
8,787
-197
-2% -$17.7K 0.12% 133
2023
Q3 		$798K Buy
8,984
+829
+10% +$75.8K 0.13% 129
2023
Q2 		$761K Buy
+8,155
New +$767K 0.12% 131
2021
Q4 		– Sell
-421
Closed -$45K – 531
2021
Q3 		$45K Buy
+421
New +$45.7K 0.01% 352

Other funds holding MBB

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Cahill Financial Advisors's MBB Position: Q2 2026 in Review

Cahill Financial Advisors held its iShares MBS ETF (MBB) position steady in Q2 2026 at 4,730 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #197.

Cahill Financial Advisors first reported a position in MBB in Q3 2021 and has held it in 12 quarters since. The position peaked at $827K in Q4 2023. 800 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Cahill Financial Advisors held 4,730 shares of iShares MBS ETF worth $447K as of Q2 2026.
  • Cahill Financial Advisors left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #197 holding.
  • Cahill Financial Advisors first reported a position in iShares MBS ETF in Q3 2021 and has held it in 12 quarters since.
  • Cahill Financial Advisors's iShares MBS ETF position peaked at $827K in Q4 2023.
  • 800 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.