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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 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.

260 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.
  • 260 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.