Empower Advisory Group
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Empower Advisory Group’s iShares MBS ETF MBB Stock Holding History

Empower Advisory Group’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
-2,444
Closed -$232K – 546
2026
Q1 		$232K Buy
+2,444
New +$233K ﹤0.01% 466
2025
Q4 		– Sell
-2,185
Closed -$208K – 524
2025
Q3 		$208K Buy
+2,185
New +$205K ﹤0.01% 514
2025
Q2 		– Sell
-2,514
Closed -$236K – 513
2025
Q1 		$236K Buy
+2,514
New +$233K ﹤0.01% 446
2024
Q4 		– Sell
-2,899
Closed -$278K – 509
2024
Q3 		$278K Sell
2,899
-127
-4% -$12K ﹤0.01% 418
2024
Q2 		$278K Buy
+3,026
New +$276K ﹤0.01% 413
2024
Q1 		– Sell
-2,267
Closed -$213K – 508
2023
Q4 		$213K Buy
+2,267
New +$203K ﹤0.01% 449

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

Empower Advisory Group's MBB Position: Q2 2026 in Review

Empower Advisory Group sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 2,444 shares — an estimated $232K sold.

Empower Advisory Group first reported a position in MBB in Q4 2023 and held it in 6 quarters. The position peaked at $278K in Q2 2024. 1,027 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Empower Advisory Group reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Empower Advisory Group sold 2,444 iShares MBS ETF shares in Q2 2026, an estimated $232K.
  • Empower Advisory Group first reported a position in iShares MBS ETF in Q4 2023 and held it in 6 quarters.
  • Empower Advisory Group's iShares MBS ETF position peaked at $278K in Q2 2024.
  • 1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.