Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares MBS ETF MBB Stock Holding History

Envestnet Portfolio Solutions’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 		$200M Buy
2,119,612
+188,877
+10% +$17.9M 0.96% 21
2026
Q1 		$183M Sell
1,930,735
-72,572
-4% -$6.93M 1.01% 23
2025
Q4 		$191M Buy
2,003,307
+106,813
+6% +$10.2M 0.67% 33
2025
Q3 		$180M Buy
1,896,494
+8,869
+0.5% +$833K 0.67% 33
2025
Q2 		$177M Sell
1,887,625
-194,087
-9% -$18M 0.65% 30
2025
Q1 		$195M Sell
2,081,712
-1,204,809
-37% -$111M 0.75% 27
2024
Q4 		$301M Buy
3,286,521
+262,187
+9% +$24.4M 0.99% 23
2024
Q3 		$290M Buy
3,024,334
+189,271
+7% +$17.9M 0.94% 24
2024
Q2 		$260M Buy
2,835,063
+42,848
+2% +$3.9M 0.91% 24
2024
Q1 		$258M Buy
2,792,215
+164,686
+6% +$15.2M 0.97% 21
2023
Q4 		$247M Buy
2,627,529
+112,072
+4% +$10.1M 1.03% 21
2023
Q3 		$223M Buy
+2,515,457
New +$230M 1.06% 20

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Envestnet Portfolio Solutions's MBB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares MBS ETF (MBB) stake by 9.8% in Q2 2026, buying an estimated $17.9M and bringing the position to 2,119,612 shares worth $200M. The position accounts for 0.96% of the portfolio, ranked #21.

Envestnet Portfolio Solutions first reported a position in MBB in Q3 2023 and has held it in 12 quarters since. The position peaked at $301M in Q4 2024. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,119,612 shares of iShares MBS ETF worth $200M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 188,877 iShares MBS ETF shares in Q2 2026, an estimated $17.9M.
  • iShares MBS ETF made up 0.96% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #21 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares MBS ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares MBS ETF position peaked at $301M in Q4 2024.
  • 495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.