FIA
MBB icon

Foundations Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Foundations Investment 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 		$52.9M Buy
559,163
+58,645
+12% +$5.55M 0.54% 47
2026
Q1 		$47.5M Buy
500,518
+51,048
+11% +$4.88M 0.59% 43
2025
Q4 		$42.8M Buy
449,470
+27,098
+6% +$2.58M 0.56% 45
2025
Q3 		$40.2M Sell
422,372
-26,832
-6% -$2.52M 0.58% 44
2025
Q2 		$42.2M Buy
449,204
+58,871
+15% +$5.46M 0.67% 40
2025
Q1 		$36.6M Buy
390,333
+20,294
+5% +$1.88M 0.68% 35
2024
Q4 		$33.9M Buy
370,039
+51,509
+16% +$4.8M 0.65% 37
2024
Q3 		$30.5M Buy
318,530
+19,129
+6% +$1.81M 0.64% 35
2024
Q2 		$27.5M Buy
299,401
+24,911
+9% +$2.27M 0.67% 34
2024
Q1 		$25.4M Buy
274,490
+19,132
+7% +$1.77M 0.66% 34
2023
Q4 		$24M Sell
255,358
-7,392
-3% -$663K 0.64% 34
2023
Q3 		$23.3M Sell
262,750
-43,193
-14% -$3.95M 0.72% 29
2023
Q2 		$28.5M Buy
305,943
+63,249
+26% +$5.95M 0.94% 22
2023
Q1 		$23M Buy
242,694
+127,834
+111% +$12.1M 0.82% 23
2022
Q4 		$10.7M Buy
114,860
+90,169
+365% +$8.32M 0.42% 39
2022
Q3 		$2.26M Buy
24,691
+2,071
+9% +$201K 0.1% 90
2022
Q2 		$2.21M Buy
22,620
+12,176
+117% +$1.19M 0.09% 90
2022
Q1 		$1.03M Buy
10,444
+3,346
+47% +$349K 0.04% 125
2021
Q4 		$754K Sell
7,098
-514
-7% -$55.3K 0.03% 154
2021
Q3 		$823K Sell
7,612
-541
-7% -$58.7K 0.04% 129
2021
Q2 		$883K Buy
8,153
+1,519
+23% +$165K 0.04% 108
2021
Q1 		$719K Sell
6,634
-8,533
-56% -$935K 0.04% 105
2020
Q4 		$1.67M Buy
+15,167
New +$1.67M 0.11% 56

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Foundations Investment Advisors's MBB Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares MBS ETF (MBB) stake by 12% in Q2 2026, buying an estimated $5.55M and bringing the position to 559,163 shares worth $52.9M. The position accounts for 0.54% of the portfolio, ranked #47.

Foundations Investment Advisors first reported a position in MBB in Q4 2020 and has held it in 23 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Foundations Investment Advisors held 559,163 shares of iShares MBS ETF worth $52.9M as of Q2 2026.
  • Foundations Investment Advisors bought 58,645 iShares MBS ETF shares in Q2 2026, an estimated $5.55M.
  • iShares MBS ETF made up 0.54% of Foundations Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • Foundations Investment Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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