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Dynamic Advisor Solutions’s iShares MBS ETF MBB Stock Holding History

Dynamic Advisor Solutions’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 		$406K Sell
4,295
-637
-13% -$60.2K 0.01% 742
2026
Q1 		$468K Sell
4,932
-660
-12% -$63.1K 0.01% 663
2025
Q4 		$532K Buy
5,592
+558
+11% +$53.2K 0.02% 616
2025
Q3 		$479K Sell
5,034
-95
-2% -$8.92K 0.01% 647
2025
Q2 		$482K Buy
5,129
+281
+6% +$26K 0.01% 613
2025
Q1 		$455K Sell
4,848
-1,028
-17% -$95.1K 0.02% 604
2024
Q4 		$539K Sell
5,876
-1,288
-18% -$120K 0.02% 419
2024
Q3 		$686K Sell
7,164
-2,716
-27% -$257K 0.02% 548
2024
Q2 		$907K Sell
9,880
-347
-3% -$31.6K 0.03% 483
2024
Q1 		$945K Sell
10,227
-1,586
-13% -$147K 0.03% 457
2023
Q4 		$1.1M Sell
11,813
-8,328
-41% -$747K 0.04% 398
2023
Q3 		$1.79M Sell
20,141
-416
-2% -$38K 0.08% 251
2023
Q2 		$1.92M Sell
20,557
-6,917
-25% -$651K 0.1% 226
2023
Q1 		$2.6M Buy
27,474
+11,636
+73% +$1.1M 0.15% 172
2022
Q4 		$1.47M Buy
15,838
+2,865
+22% +$264K 0.1% 219
2022
Q3 		$1.19M Sell
12,973
-4,571
-26% -$443K 0.09% 229
2022
Q2 		$1.71M Buy
17,544
+5,924
+51% +$581K 0.13% 175
2022
Q1 		$1.18M Buy
11,620
+1,302
+13% +$136K 0.08% 240
2021
Q4 		$1.11M Sell
10,318
-9,627
-48% -$1.04M 0.08% 255
2021
Q3 		$2.16M Buy
19,945
+4,531
+29% +$491K 0.16% 152
2021
Q2 		$1.67M Sell
15,414
-1,122
-7% -$122K 0.13% 189
2021
Q1 		$1.79M Sell
16,536
-4,299
-21% -$471K 0.17% 154
2020
Q4 		$2.29M Buy
20,835
+5,410
+35% +$596K 0.21% 122
2020
Q3 		$1.7M Buy
15,425
+1,816
+13% +$201K 0.19% 139
2020
Q2 		$1.51M Buy
13,609
+4,067
+43% +$450K 0.2% 129
2020
Q1 		$1.05M Sell
9,542
-2,366
-20% -$257K 0.19% 146
2019
Q4 		$1.29M Buy
11,908
+4,964
+71% +$536K 0.18% 152
2019
Q3 		$752K Buy
6,944
+2,145
+45% +$231K 0.12% 206
2019
Q2 		$516K Buy
4,799
+918
+24% +$97.7K 0.08% 254
2019
Q1 		$413K Buy
3,881
+11
+0.3% +$1.16K 0.08% 253
2018
Q4 		$405K Buy
3,870
+312
+9% +$32.1K 0.09% 242
2018
Q3 		$368K Sell
3,558
-1,143
-24% -$119K 0.08% 261
2018
Q2 		$489K Buy
4,701
+2,220
+89% +$230K 0.11% 217
2018
Q1 		$260K Buy
+2,481
New +$260K 0.07% 282

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Dynamic Advisor Solutions's MBB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares MBS ETF (MBB) stake by 13% in Q2 2026, selling an estimated $60.2K and leaving 4,295 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #742.

Dynamic Advisor Solutions first reported a position in MBB in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.6M in Q1 2023. 214 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Dynamic Advisor Solutions held 4,295 shares of iShares MBS ETF worth $406K as of Q2 2026.
  • Dynamic Advisor Solutions sold 637 iShares MBS ETF shares in Q2 2026, an estimated $60.2K.
  • iShares MBS ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #742 holding.
  • Dynamic Advisor Solutions first reported a position in iShares MBS ETF in Q1 2018 and has held it in 34 quarters since.
  • Dynamic Advisor Solutions's iShares MBS ETF position peaked at $2.6M in Q1 2023.
  • 214 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.