Fortis Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Fortis Capital 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	$460K	Sell	4,868 -1,177	-19%	-$111K	0.05%	258
2026 Q1	$574K	Sell	6,045 -1,229	-17%	-$117K	0.08%	214
2025 Q4	$693K	Buy	7,274 +127	+2%	+$12.1K	0.1%	173
2025 Q3	$680K	Buy	+7,147	New	+$671K	0.11%	156
2023 Q2	–	Sell	-822	Closed	-$77.9K	–	412
2023 Q1	$77.9K	Buy	822 +376	+84%	+$35.5K	0.04%	225
2022 Q4	$41.4K	Buy	+446	New	+$41.1K	0.02%	317

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

Fortis Capital Advisors's MBB Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares MBS ETF (MBB) stake by 19% in Q2 2026, selling an estimated $111K and leaving 4,868 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #258.

Fortis Capital Advisors first reported a position in MBB in Q4 2022 and has held it in 6 quarters since. The position peaked at $693K in Q4 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Fortis Capital Advisors held 4,868 shares of iShares MBS ETF worth $460K as of Q2 2026.
Fortis Capital Advisors sold 1,177 iShares MBS ETF shares in Q2 2026, an estimated $111K.
iShares MBS ETF made up 0.05% of Fortis Capital Advisors's portfolio in Q2 2026, its #258 holding.
Fortis Capital Advisors first reported a position in iShares MBS ETF in Q4 2022 and has held it in 6 quarters since.
Fortis Capital Advisors's iShares MBS ETF position peaked at $693K in Q4 2025.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.