EWM
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Elevatus Welath Management’s iShares MBS ETF MBB Stock Holding History

Elevatus Welath Management’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 		– Sell
-14,169
Closed -$1.35M – 252
2026
Q1 		$1.35M Buy
+14,169
New +$1.35M 0.71% 40

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

Elevatus Welath Management's MBB Position: Q2 2026 in Review

Elevatus Welath Management sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 14,169 shares — an estimated $1.35M sold.

Elevatus Welath Management first reported a position in MBB in Q1 2026 and held it in 1 quarter. The position peaked at $1.35M in Q1 2026. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Elevatus Welath Management reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Elevatus Welath Management sold 14,169 iShares MBS ETF shares in Q2 2026, an estimated $1.35M.
  • Elevatus Welath Management first reported a position in iShares MBS ETF in Q1 2026 and held it in 1 quarter.
  • Elevatus Welath Management's iShares MBS ETF position peaked at $1.35M in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.