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Cardiff Park Advisors’s iShares MBS ETF MBB Stock Holding History

Cardiff Park 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 		$3.88K Hold
41
– – ﹤0.01% 351
2026
Q1 		$3.89K Hold
41
– – ﹤0.01% 366
2025
Q4 		$3.9K Hold
41
– – ﹤0.01% 344
2025
Q3 		$3.9K Hold
41
– – ﹤0.01% 373
2025
Q2 		$3.85K Buy
+41
New +$3.8K ﹤0.01% 348
2023
Q4 		– Sell
-500
Closed -$44.4K – 340
2023
Q3 		$44.4K Buy
+500
New +$45.7K 0.01% 271

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

Cardiff Park Advisors's MBB Position: Q2 2026 in Review

Cardiff Park Advisors held its iShares MBS ETF (MBB) position steady in Q2 2026 at 41 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Cardiff Park Advisors first reported a position in MBB in Q3 2023 and has held it in 6 quarters since. The position peaked at $44.4K in Q3 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Cardiff Park Advisors held 41 shares of iShares MBS ETF worth $3.88K as of Q2 2026.
  • Cardiff Park Advisors left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #351 holding.
  • Cardiff Park Advisors first reported a position in iShares MBS ETF in Q3 2023 and has held it in 6 quarters since.
  • Cardiff Park Advisors's iShares MBS ETF position peaked at $44.4K in Q3 2023.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.