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

Fortis Group 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
Q1 		$1.33K Hold
14
– – ﹤0.01% 510
2025
Q4 		$1.33K Hold
14
– – ﹤0.01% 507
2025
Q3 		$1.33K Hold
14
– – ﹤0.01% 465
2025
Q2 		$1.31K Hold
14
– – ﹤0.01% 460
2025
Q1 		$1.31K Hold
14
– – ﹤0.01% 427
2024
Q4 		$1.28K Hold
14
– – ﹤0.01% 441
2024
Q3 		$1.34K Hold
14
– – ﹤0.01% 430
2024
Q2 		$1.28K Hold
14
– – ﹤0.01% 434
2024
Q1 		$1.29K Sell
14
-14
-50% -$1.29K ﹤0.01% 450
2023
Q4 		$2.63K Buy
28
+14
+100% +$1.26K ﹤0.01% 390
2023
Q3 		$1.24K Buy
+14
New +$1.28K ﹤0.01% 388
2020
Q3 		$1K Buy
+14
New +$1.55K ﹤0.01% 427

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return