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Droms Strauss Advisors’s iShares MBS ETF MBB Stock Holding History

Droms Strauss 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 		$1.17M Sell
12,349
-5,286
-30% -$500K 0.27% 36
2026
Q1 		$1.67M Hold
17,635
– – 0.44% 34
2025
Q4 		$1.68M Buy
17,635
+2,412
+16% +$230K 0.44% 33
2025
Q3 		$1.45M Buy
15,223
+8,305
+120% +$780K 0.42% 33
2025
Q2 		$650K Buy
6,918
+1,079
+18% +$100K 0.2% 44
2025
Q1 		$548K Buy
5,839
+2,188
+60% +$202K 0.19% 44
2024
Q4 		$335K Buy
+3,651
New +$340K 0.11% 52

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

Droms Strauss Advisors's MBB Position: Q2 2026 in Review

Droms Strauss Advisors reduced its iShares MBS ETF (MBB) stake by 30% in Q2 2026, selling an estimated $500K and leaving 12,349 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #36.

Droms Strauss Advisors first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Droms Strauss Advisors held 12,349 shares of iShares MBS ETF worth $1.17M as of Q2 2026.
  • Droms Strauss Advisors sold 5,286 iShares MBS ETF shares in Q2 2026, an estimated $500K.
  • iShares MBS ETF made up 0.27% of Droms Strauss Advisors's portfolio in Q2 2026, its #36 holding.
  • Droms Strauss Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Droms Strauss Advisors's iShares MBS ETF position peaked at $1.68M in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.