CV Advisors’s iShares MBS ETF MBB Stock Holding History

CV 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	$245K	Buy	+2,597	New	+$246K	0.05%	117

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CV Advisors's MBB Position: Q2 2026 in Review

CV Advisors opened a new position in iShares MBS ETF (MBB) in Q2 2026: 2,597 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings.

1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

CV Advisors held 2,597 shares of iShares MBS ETF worth $245K as of Q2 2026.
iShares MBS ETF was a new CV Advisors position in Q2 2026.
iShares MBS ETF made up 0.05% of CV Advisors's portfolio in Q2 2026, its #117 holding.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.