CIA
MBB icon

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

Concurrent 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 		$9.96M Buy
105,404
+24,444
+30% +$2.31M 0.08% 259
2026
Q1 		$7.69M Buy
80,960
+21,150
+35% +$2.02M 0.08% 259
2025
Q4 		$5.7M Buy
59,810
+25,717
+75% +$2.45M 0.06% 300
2025
Q3 		$3.24M Buy
34,093
+3,308
+11% +$311K 0.06% 333
2025
Q2 		$2.89M Buy
30,785
+11,194
+57% +$1.04M 0.06% 336
2025
Q1 		$1.84M Buy
19,591
+2,229
+13% +$206K 0.04% 381
2024
Q4 		$1.59M Sell
17,362
-592
-3% -$55.1K 0.04% 376
2024
Q3 		$1.72M Buy
17,954
+473
+3% +$44.7K 0.05% 352
2024
Q2 		$1.6M Sell
17,481
-23,261
-57% -$2.12M 0.05% 331
2024
Q1 		$3.77M Buy
40,742
+14,712
+57% +$1.36M 0.15% 148
2023
Q4 		$2.45M Buy
+26,030
New +$2.33M 0.12% 194

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Concurrent Investment Advisors increased its iShares MBS ETF (MBB) stake by 30% in Q2 2026, buying an estimated $2.31M and bringing the position to 105,404 shares worth $9.96M. The position accounts for 0.08% of the portfolio, ranked #259.

Concurrent Investment Advisors first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Concurrent Investment Advisors held 105,404 shares of iShares MBS ETF worth $9.96M as of Q2 2026.
  • Concurrent Investment Advisors bought 24,444 iShares MBS ETF shares in Q2 2026, an estimated $2.31M.
  • iShares MBS ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #259 holding.
  • Concurrent Investment Advisors first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.