Financial Engines Advisors’s iShares MBS ETF MBB Stock Holding History

Financial Engines 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	$26M	Buy	275,200 +53,928	+24%	+$5.1M	0.05%	73
2026 Q1	$21M	Buy	221,272 +25,013	+13%	+$2.39M	0.04%	77
2025 Q4	$18.7M	Buy	196,259 +36,957	+23%	+$3.53M	0.04%	80
2025 Q3	$15.2M	Buy	159,302 +38,720	+32%	+$3.64M	0.03%	88
2025 Q2	$11.3M	Buy	120,582 +38,490	+47%	+$3.57M	0.02%	97
2025 Q1	$7.7M	Buy	82,092 +46,463	+130%	+$4.3M	0.02%	104
2024 Q4	$3.27M	Buy	35,629 +29,694	+500%	+$2.76M	0.01%	170
2024 Q3	$569K	Buy	5,935 +781	+15%	+$73.8K	﹤0.01%	270
2024 Q2	$473K	Sell	5,154 -1,603	-24%	-$146K	﹤0.01%	267
2024 Q1	$624K	Sell	6,757 -767	-10%	-$70.9K	﹤0.01%	229
2023 Q4	$708K	Buy	+7,524	New	+$675K	﹤0.01%	202
2022 Q4	–	Sell	-2,726	Closed	-$249K	–	302
2022 Q3	$249K	Sell	2,726 -354	-11%	-$34.3K	﹤0.01%	257
2022 Q2	$300K	Sell	3,080 -8,944	-74%	-$877K	﹤0.01%	253
2022 Q1	$1.23M	Buy	12,024 +9,248	+333%	+$965K	﹤0.01%	145
2021 Q4	$298K	Buy	+2,776	New	+$299K	﹤0.01%	216
2021 Q2	–	Sell	-101,301	Closed	-$11M	–	241
2021 Q1	$11M	Buy	101,301 +17,065	+20%	+$1.87M	0.03%	59
2020 Q4	$9.28M	Buy	84,236 +8,833	+12%	+$973K	0.03%	62
2020 Q3	$8.32M	Buy	75,403 +7,306	+11%	+$808K	0.03%	60
2020 Q2	$7.54M	Buy	68,097 +9,538	+16%	+$1.06M	0.03%	59
2020 Q1	$6.47M	Sell	58,559 -4,045	-6%	-$440K	0.03%	58
2019 Q4	$6.76M	Buy	62,604 +5,554	+10%	+$600K	0.03%	55
2019 Q3	$6.18M	Buy	+57,050	New	+$6.16M	0.03%	48
2018 Q4	–	Sell	-21	Closed	-$2K	–	152
2018 Q3	$2K	Buy	+21	New	+$2.18K	﹤0.01%	147

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Engines Advisors's MBB Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares MBS ETF (MBB) stake by 24% in Q2 2026, buying an estimated $5.1M and bringing the position to 275,200 shares worth $26M. The position accounts for 0.05% of the portfolio, ranked #73.

Financial Engines Advisors first reported a position in MBB in Q3 2018 and has held it in 23 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Financial Engines Advisors held 275,200 shares of iShares MBS ETF worth $26M as of Q2 2026.
Financial Engines Advisors bought 53,928 iShares MBS ETF shares in Q2 2026, an estimated $5.1M.
iShares MBS ETF made up 0.05% of Financial Engines Advisors's portfolio in Q2 2026, its #73 holding.
Financial Engines Advisors first reported a position in iShares MBS ETF in Q3 2018 and has held it in 23 quarters since.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.