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Gladstone Institutional Advisory’s iShares MBS ETF MBB Stock Holding History

Gladstone Institutional Advisory’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 		$716K Sell
7,577
-379
-5% -$35.8K 0.02% 495
2026
Q1 		$755K Buy
7,956
+48
+0.6% +$4.59K 0.03% 444
2025
Q4 		$753K Buy
7,908
+80
+1% +$7.63K 0.03% 422
2025
Q3 		$745K Sell
7,828
-457
-6% -$42.9K 0.03% 428
2025
Q2 		$778K Buy
8,285
+179
+2% +$16.6K 0.03% 394
2025
Q1 		$760K Sell
8,106
-93
-1% -$8.6K 0.04% 382
2024
Q4 		$752K Sell
8,199
-88
-1% -$8.19K 0.03% 377
2024
Q3 		$794K Buy
8,287
+155
+2% +$14.7K 0.04% 355
2024
Q2 		$747K Sell
8,132
-1,107
-12% -$101K 0.04% 345
2024
Q1 		$854K Sell
9,239
-467
-5% -$43.2K 0.05% 311
2023
Q4 		$913K Buy
9,706
+3,247
+50% +$291K 0.05% 304
2023
Q3 		$574K Buy
6,459
+372
+6% +$34K 0.04% 363
2023
Q2 		$568K Sell
6,087
-534
-8% -$50.2K 0.03% 379
2023
Q1 		$627K Buy
6,621
+165
+3% +$15.6K 0.04% 363
2022
Q4 		$599K Sell
6,456
-93
-1% -$8.58K 0.04% 362
2022
Q3 		$600K Sell
6,549
-3,542
-35% -$343K 0.05% 356
2022
Q2 		$984K Sell
10,091
-299
-3% -$29.3K 0.08% 279
2022
Q1 		$1.06M Sell
10,390
-431
-4% -$45K 0.07% 284
2021
Q4 		$1.16M Sell
10,821
-502
-4% -$54K 0.09% 251
2021
Q3 		$1.22M Buy
11,323
+3,986
+54% +$432K 0.12% 206
2021
Q2 		$794K Buy
7,337
+194
+3% +$21K 0.09% 224
2021
Q1 		$774K Buy
7,143
+4,768
+201% +$522K 0.12% 178
2020
Q4 		$262K Buy
2,375
+66
+3% +$7.27K 0.05% 249
2020
Q3 		$255K Sell
2,309
-214
-8% -$23.7K 0.06% 225
2020
Q2 		$279K Sell
2,523
-3,535
-58% -$391K 0.07% 183
2020
Q1 		$669K Buy
6,058
+3,297
+119% +$359K 0.17% 117
2019
Q4 		$298K Sell
2,761
-75
-3% -$8.1K 0.07% 192
2019
Q3 		$307K Buy
2,836
+166
+6% +$17.9K 0.08% 200
2019
Q2 		$287K Buy
+2,670
New +$284K 0.09% 209
2019
Q1 		– Sell
-3,389
Closed -$355K – 215
2018
Q4 		$355K Buy
+3,389
New +$349K 0.21% 114

Other funds holding MBB

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
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
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Gladstone Institutional Advisory's MBB Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares MBS ETF (MBB) stake by 4.8% in Q2 2026, selling an estimated $35.8K and leaving 7,577 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #495.

Gladstone Institutional Advisory first reported a position in MBB in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.22M in Q3 2021. 374 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Gladstone Institutional Advisory held 7,577 shares of iShares MBS ETF worth $716K as of Q2 2026.
  • Gladstone Institutional Advisory sold 379 iShares MBS ETF shares in Q2 2026, an estimated $35.8K.
  • iShares MBS ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #495 holding.
  • Gladstone Institutional Advisory first reported a position in iShares MBS ETF in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's iShares MBS ETF position peaked at $1.22M in Q3 2021.
  • 374 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.