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

GHP 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	$1.41M	Buy	14,873 +55	+0.4%	+$5.2K	0.05%	267
2026 Q1	$1.41M	Sell	14,818 -373	-2%	-$35.6K	0.06%	253
2025 Q4	$1.45M	Buy	15,191 +171	+1%	+$16.3K	0.06%	253
2025 Q3	$1.43M	Sell	15,020 -435	-3%	-$40.9K	0.06%	246
2025 Q2	$1.45M	Sell	15,455 -413	-3%	-$38.3K	0.06%	246
2025 Q1	$1.49M	Sell	15,868 -745	-4%	-$68.9K	0.07%	242
2024 Q4	$1.52M	Sell	16,613 -2,930	-15%	-$273K	0.07%	242
2024 Q3	$1.87M	Buy	19,543 +166	+0.9%	+$15.7K	0.09%	235
2024 Q2	$1.78M	Buy	19,377 +262	+1%	+$23.9K	0.09%	236
2024 Q1	$1.77M	Buy	19,115 +140	+0.7%	+$12.9K	0.09%	234
2023 Q4	$1.79M	Buy	18,975 +18,566	+4,539%	+$1.67M	0.1%	227
2023 Q3	$36K	Buy	+409	New	+$37.4K	﹤0.01%	533
2022 Q2	–	Sell	-319	Closed	-$32K	–	990
2022 Q1	$32K	Buy	+319	New	+$33.3K	﹤0.01%	552

Other funds holding MBB

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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

GHP Investment Advisors increased its iShares MBS ETF (MBB) stake by 0.37% in Q2 2026, buying an estimated $5.2K and bringing the position to 14,873 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #267.

GHP Investment Advisors first reported a position in MBB in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.87M in Q3 2024. 455 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

GHP Investment Advisors held 14,873 shares of iShares MBS ETF worth $1.41M as of Q2 2026.
GHP Investment Advisors bought 55 iShares MBS ETF shares in Q2 2026, an estimated $5.2K.
iShares MBS ETF made up 0.05% of GHP Investment Advisors's portfolio in Q2 2026, its #267 holding.
GHP Investment Advisors first reported a position in iShares MBS ETF in Q1 2022 and has held it in 13 quarters since.
GHP Investment Advisors's iShares MBS ETF position peaked at $1.87M in Q3 2024.
455 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.