Elevated Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Elevated Capital 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	$314K	Buy	3,321 +281	+9%	+$26.6K	0.09%	202
2026 Q1	$289K	Buy	3,040 +229	+8%	+$21.9K	0.07%	225
2025 Q4	$268K	Sell	2,811 -12	-0.4%	-$1.15K	0.06%	243
2025 Q3	$269K	Sell	2,823 -953	-25%	-$89.5K	0.07%	245
2025 Q2	$354K	Hold	3,776	–	–	0.1%	213
2025 Q1	$354K	Sell	3,776 -178	-5%	-$16.5K	0.1%	213
2024 Q4	$363K	Sell	3,954 -683	-15%	-$63.6K	0.1%	216
2024 Q3	$444K	Buy	+4,637	New	+$438K	0.12%	217
2022 Q4	–	Sell	-2,554	Closed	-$234K	–	163
2022 Q3	$234K	Buy	+2,554	New	+$248K	0.09%	140
2022 Q1	$757K	Buy	+7,433	New	+$776K	0.25%	112
2021 Q3	$916K	Buy	+8,468	New	+$918K	0.32%	99
2021 Q1	$1.04M	Buy	9,532 +5,594	+142%	+$613K	0.4%	84
2020 Q4	$434K	Buy	3,938 +17	+0.4%	+$1.87K	0.19%	133
2020 Q3	$431K	Sell	3,921 -20	-0.5%	-$2.21K	0.2%	127
2020 Q2	$436K	Buy	+3,941	New	+$436K	0.2%	126
2019 Q1	$451K	Buy	+4,100	New	+$431K	0.3%	105

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Elevated Capital Advisors's MBB Position: Q2 2026 in Review

Elevated Capital Advisors increased its iShares MBS ETF (MBB) stake by 9.2% in Q2 2026, buying an estimated $26.6K and bringing the position to 3,321 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #202.

Elevated Capital Advisors first reported a position in MBB in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.04M in Q1 2021. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Elevated Capital Advisors held 3,321 shares of iShares MBS ETF worth $314K as of Q2 2026.
Elevated Capital Advisors bought 281 iShares MBS ETF shares in Q2 2026, an estimated $26.6K.
iShares MBS ETF made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #202 holding.
Elevated Capital Advisors first reported a position in iShares MBS ETF in Q1 2019 and has held it in 16 quarters since.
Elevated Capital Advisors's iShares MBS ETF position peaked at $1.04M in Q1 2021.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.