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Delos Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Delos Wealth 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 		$54.3K Buy
575
+206
+56% +$19.5K 0.03% 120
2026
Q1 		$35K Buy
369
+86
+30% +$8.22K 0.02% 138
2025
Q4 		$26.9K Sell
283
-15
-5% -$1.43K 0.02% 125
2025
Q3 		$28.4K Buy
298
+19
+7% +$1.78K 0.02% 140
2025
Q2 		$26.2K Buy
+279
New +$25.9K 0.02% 129
2025
Q1 		– Sell
-273
Closed -$25K – 130
2024
Q4 		$25K Sell
273
-2,665
-91% -$248K 0.02% 92
2024
Q3 		$281K Buy
2,938
+121
+4% +$11.4K 0.25% 49
2024
Q2 		$259K Buy
2,817
+5
+0.2% +$455 0.25% 49
2024
Q1 		$260K Buy
2,812
+35
+1% +$3.24K 0.29% 42
2023
Q4 		$261K Hold
2,777
– – 0.38% 32
2023
Q3 		$255K Sell
2,777
-11
-0.4% -$1K 0.31% 40
2023
Q2 		$260K Buy
2,788
+2,675
+2,367% +$252K 0.33% 37
2023
Q1 		$10.7K Buy
113
+9
+9% +$850 0.01% 130
2022
Q4 		$9.65K Sell
104
-23
-18% -$2.12K 0.01% 136
2022
Q3 		$12K Sell
127
-6
-5% -$582 0.01% 125
2022
Q2 		$13K Buy
133
+3
+2% +$294 0.01% 121
2022
Q1 		$13K Buy
130
+42
+48% +$4.38K 0.01% 149
2021
Q4 		$9K Hold
88
– – 0.01% 226
2021
Q3 		$10K Buy
+88
New +$9.54K 0.01% 99

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

Delos Wealth Advisors's MBB Position: Q2 2026 in Review

Delos Wealth Advisors increased its iShares MBS ETF (MBB) stake by 56% in Q2 2026, buying an estimated $19.5K and bringing the position to 575 shares worth $54.3K. The position accounts for 0.03% of the portfolio, ranked #120.

Delos Wealth Advisors first reported a position in MBB in Q3 2021 and has held it in 19 quarters since. The position peaked at $281K in Q3 2024. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Delos Wealth Advisors held 575 shares of iShares MBS ETF worth $54.3K as of Q2 2026.
  • Delos Wealth Advisors bought 206 iShares MBS ETF shares in Q2 2026, an estimated $19.5K.
  • iShares MBS ETF made up 0.03% of Delos Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Delos Wealth Advisors first reported a position in iShares MBS ETF in Q3 2021 and has held it in 19 quarters since.
  • Delos Wealth Advisors's iShares MBS ETF position peaked at $281K in Q3 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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