Diversify Advisory Services’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.31M Buy
+78,249
New +$7.4M 0.12% 174
2026
Q1
Sell
-32,549
Closed -$3.11M 598
2025
Q4
$3.11M Sell
32,549
-15,343
-32% -$1.46M 0.1% 158
2025
Q3
$4.55M Sell
47,892
-43,637
-48% -$4.1M 0.15% 106
2025
Q2
$8.57M Buy
91,529
+64,739
+242% +$6M 0.33% 52
2025
Q1
$2.51M Sell
26,790
-4,966
-16% -$459K 0.16% 103
2024
Q4
$2.87M Sell
31,756
-4,574
-13% -$426K 0.16% 99
2024
Q3
$3.4M Sell
36,330
-6,289
-15% -$594K 0.18% 102
2024
Q2
$3.93M Buy
42,619
+3,736
+10% +$340K 0.22% 85
2024
Q1
$3.56M Buy
+38,883
New +$3.6M 0.21% 103

Other funds holding MBB

Diversify Advisory Services's MBB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares MBS ETF (MBB) in Q2 2026: 78,249 shares worth $7.31M. The stake represents 0.12% of the portfolio and ranks #174 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MBB as recently as Q4 2025.

Diversify Advisory Services first reported a position in MBB in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.57M in Q2 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Diversify Advisory Services held 78,249 shares of iShares MBS ETF worth $7.31M as of Q2 2026.
  • iShares MBS ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares MBS ETF made up 0.12% of Diversify Advisory Services's portfolio in Q2 2026, its #174 holding.
  • Diversify Advisory Services first reported a position in iShares MBS ETF in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's iShares MBS ETF position peaked at $8.57M in Q2 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.