Cetera Investment Advisers
MBB icon

Cetera Investment Advisers’s iShares MBS ETF MBB Stock Holding History

Cetera Investment Advisers’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 		$203M Buy
2,146,275
+120,011
+6% +$11.3M 0.18% 101
2026
Q1 		$192M Buy
2,026,264
+44,837
+2% +$4.28M 0.2% 96
2025
Q4 		$189M Sell
1,981,427
-38,525
-2% -$3.67M 0.21% 88
2025
Q3 		$192M Buy
2,019,952
+150,165
+8% +$14.1M 0.22% 84
2025
Q2 		$176M Buy
1,869,787
+6,254
+0.3% +$580K 0.3% 63
2025
Q1 		$175M Buy
1,863,533
+277,926
+18% +$25.7M 0.34% 49
2024
Q4 		$145M Buy
1,585,607
+73,240
+5% +$6.82M 0.3% 64
2024
Q3 		$145M Buy
1,512,367
+64,191
+4% +$6.07M 0.32% 61
2024
Q2 		$133M Sell
1,448,176
-47,243
-3% -$4.3M 0.31% 59
2024
Q1 		$138M Buy
1,495,419
+758,693
+103% +$70.2M 0.33% 54
2023
Q4 		$69.3M Sell
736,726
-152,216
-17% -$13.7M 0.56% 30
2023
Q3 		$78.9M Sell
888,942
-151,139
-15% -$13.8M 0.68% 24
2023
Q2 		$97M Buy
1,040,081
+65,070
+7% +$6.12M 0.82% 21
2023
Q1 		$92.4M Buy
975,011
+103,946
+12% +$9.82M 0.81% 21
2022
Q4 		$80.8M Buy
871,065
+804,894
+1,216% +$74.2M 0.75% 22
2022
Q3 		$6.06M Buy
66,171
+6,337
+11% +$614K 0.12% 177
2022
Q2 		$5.83M Buy
59,834
+763
+1% +$74.8K 0.09% 231
2022
Q1 		$6.02M Sell
59,071
-2,115
-3% -$221K 0.09% 251
2021
Q4 		$6.57M Buy
61,186
+4,139
+7% +$446K 0.09% 230
2021
Q3 		$6.17M Buy
57,047
+293
+0.5% +$31.8K 0.1% 228
2021
Q2 		$6.14M Buy
56,754
+21,209
+60% +$2.3M 0.1% 225
2021
Q1 		$3.85M Sell
35,545
-41,830
-54% -$4.58M 0.08% 274
2020
Q4 		$8.52M Buy
77,375
+72,298
+1,424% +$7.96M 0.17% 136
2020
Q3 		$561K Sell
5,077
-9,457
-65% -$1.05M 0.05% 357
2020
Q2 		$1.61M Buy
14,534
+2,835
+24% +$314K 0.15% 166
2020
Q1 		$1.29M Buy
11,699
+5,735
+96% +$624K 0.16% 156
2019
Q4 		$652K Buy
5,964
+3,566
+149% +$385K 0.07% 286
2019
Q3 		$263K Buy
2,398
+425
+22% +$45.9K 0.03% 434
2019
Q2 		$214K Buy
1,973
+53
+3% +$5.64K 0.03% 473
2019
Q1 		$205K Sell
1,920
-465
-19% -$48.9K 0.03% 454
2018
Q4 		$248K Sell
2,385
-2,055
-46% -$211K 0.04% 382
2018
Q3 		$459K Sell
4,440
-253
-5% -$26.3K 0.07% 283
2018
Q2 		$488K Sell
4,693
-663
-12% -$68.8K 0.09% 246
2018
Q1 		$560K Buy
5,356
+399
+8% +$41.8K 0.1% 216
2017
Q4 		$528K Buy
4,957
+467
+10% +$49.8K 0.1% 234
2017
Q3 		$479K Sell
4,490
-378
-8% -$40.5K 0.11% 236
2017
Q2 		$521K Buy
4,868
+186
+4% +$19.9K 0.13% 210
2017
Q1 		$499K Buy
4,682
+887
+23% +$94.3K 0.14% 194
2016
Q4 		$403K Sell
3,795
-976
-20% -$106K 0.13% 198
2016
Q3 		$525K Buy
4,771
+2,457
+106% +$270K 0.23% 125
2016
Q2 		$253K Buy
2,314
+473
+26% +$51.8K 0.1% 240
2016
Q1 		$202K Buy
+1,841
New +$201K 0.09% 262

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

Cetera Investment Advisers's MBB Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares MBS ETF (MBB) stake by 5.9% in Q2 2026, buying an estimated $11.3M and bringing the position to 2,146,275 shares worth $203M. The position accounts for 0.18% of the portfolio, ranked #101.

Cetera Investment Advisers first reported a position in MBB in Q1 2016 and has held it in 42 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Cetera Investment Advisers held 2,146,275 shares of iShares MBS ETF worth $203M as of Q2 2026.
  • Cetera Investment Advisers bought 120,011 iShares MBS ETF shares in Q2 2026, an estimated $11.3M.
  • iShares MBS ETF made up 0.18% of Cetera Investment Advisers's portfolio in Q2 2026, its #101 holding.
  • Cetera Investment Advisers first reported a position in iShares MBS ETF in Q1 2016 and has held it in 42 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.