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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Empower Advisory Group's MBB Position: Q1 2026 in Review

Empower Advisory Group opened a new position in iShares MBS ETF (MBB) in Q1 2026: 2,444 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Empower Advisory Group previously reported a position in MBB as recently as Q3 2025.

Empower Advisory Group first reported a position in MBB in Q4 2023 and has held it in 6 quarters since. The position peaked at $278K in Q2 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Empower Advisory Group held 2,444 shares of iShares MBS ETF worth $232K as of Q1 2026.
iShares MBS ETF was a new Empower Advisory Group position in Q1 2026.
iShares MBS ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #466 holding.
Empower Advisory Group first reported a position in iShares MBS ETF in Q4 2023 and has held it in 6 quarters since.
Empower Advisory Group's iShares MBS ETF position peaked at $278K in Q2 2024.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.