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Emergent Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Emergent Wealth 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 		– Sell
-4,115
Closed -$391K – 129
2026
Q1 		$391K Sell
4,115
-10,683
-72% -$1.02M 0.23% 79
2025
Q4 		$1.41M Buy
14,798
+307
+2% +$29.3K 0.79% 32
2025
Q3 		$1.38M Sell
14,491
-217
-1% -$20.4K 0.8% 31
2025
Q2 		$1.38M Buy
14,708
+37
+0.3% +$3.43K 0.88% 26
2025
Q1 		$1.38M Buy
14,671
+229
+2% +$21.2K 1% 25
2024
Q4 		$1.32M Buy
14,442
+623
+5% +$58K 0.96% 24
2024
Q3 		$1.32M Buy
13,819
+73
+0.5% +$6.9K 0.98% 24
2024
Q2 		$1.26M Buy
13,746
+295
+2% +$26.9K 1.01% 22
2024
Q1 		$1.27M Sell
13,451
-4,921
-27% -$455K 1.09% 20
2023
Q4 		$1.73M Buy
+18,372
New +$1.65M 1.61% 18

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

Emergent Wealth Advisors's MBB Position: Q2 2026 in Review

Emergent Wealth Advisors sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 4,115 shares — an estimated $391K sold.

Emergent Wealth Advisors first reported a position in MBB in Q4 2023 and held it in 10 quarters. The position peaked at $1.73M in Q4 2023. 1,018 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Emergent Wealth Advisors reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Emergent Wealth Advisors sold 4,115 iShares MBS ETF shares in Q2 2026, an estimated $391K.
  • Emergent Wealth Advisors first reported a position in iShares MBS ETF in Q4 2023 and held it in 10 quarters.
  • Emergent Wealth Advisors's iShares MBS ETF position peaked at $1.73M in Q4 2023.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.