Focus Partners Advisor Solutions’s iShares MBS ETF MBB Stock Holding History

Focus Partners Advisor 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	$1.96M	Buy	20,742 +1,445	+7%	+$137K	0.02%	372
2026 Q1	$1.83M	Buy	19,297 +11,428	+145%	+$1.09M	0.02%	373
2025 Q4	$749K	Sell	7,869 -3,193	-29%	-$305K	0.01%	584
2025 Q3	$1.05M	Sell	11,062 -7,363	-40%	-$692K	0.01%	499
2025 Q2	$1.73M	Buy	18,425 +6,679	+57%	+$619K	0.02%	297
2025 Q1	$1.1M	Sell	11,746 -1,343	-10%	-$124K	0.02%	360
2024 Q4	$1.2M	Buy	13,089 +1,520	+13%	+$142K	0.02%	303
2024 Q3	$1.11M	Sell	11,569 -559	-5%	-$52.8K	0.02%	275
2024 Q2	$1.11M	Sell	12,128 -574	-5%	-$52.3K	0.03%	237
2024 Q1	$1.17M	Sell	12,702 -2,358	-16%	-$218K	0.03%	223
2023 Q4	$1.42M	Sell	15,060 -58	-0.4%	-$5.2K	0.07%	132
2023 Q3	$1.34M	Sell	15,118 -6,332	-30%	-$579K	0.07%	145
2023 Q2	$2M	Buy	21,450 +14,024	+189%	+$1.32M	0.11%	87
2023 Q1	$703K	Buy	7,426 +642	+9%	+$60.6K	0.05%	164
2022 Q4	$629K	Buy	+6,784	New	+$626K	0.05%	171
2022 Q2	–	Sell	-2,880	Closed	-$293K	–	374
2022 Q1	$293K	Buy	+2,880	New	+$301K	0.03%	247

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

Focus Partners Advisor Solutions's MBB Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares MBS ETF (MBB) stake by 7.5% in Q2 2026, buying an estimated $137K and bringing the position to 20,742 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #372.

Focus Partners Advisor Solutions first reported a position in MBB in Q1 2022 and has held it in 16 quarters since. The position peaked at $2M in Q2 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Focus Partners Advisor Solutions held 20,742 shares of iShares MBS ETF worth $1.96M as of Q2 2026.
Focus Partners Advisor Solutions bought 1,445 iShares MBS ETF shares in Q2 2026, an estimated $137K.
iShares MBS ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #372 holding.
Focus Partners Advisor Solutions first reported a position in iShares MBS ETF in Q1 2022 and has held it in 16 quarters since.
Focus Partners Advisor Solutions's iShares MBS ETF position peaked at $2M in Q2 2023.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.