Guardian Wealth Advisors (North Carolina)’s iShares MBS ETF MBB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$1.97M	Buy	20,792 +190	+0.9%	+$18K	0.11%	119
2026 Q1	$1.96M	Sell	20,602 -983	-5%	-$93.9K	0.12%	107
2025 Q4	$2.06M	Buy	21,585 +715	+3%	+$68.2K	0.13%	104
2025 Q3	$1.99M	Buy	20,870 +7,275	+54%	+$683K	0.13%	102
2025 Q2	$1.28M	Sell	13,595 -486	-3%	-$45K	0.09%	116
2025 Q1	$1.32M	Sell	14,081 -475	-3%	-$43.9K	0.11%	106
2024 Q4	$1.33M	Buy	14,556 +14,552	+363,800%	+$1.35M	0.11%	110
2024 Q3	$383	Hold	4	–	–	﹤0.01%	442
2024 Q2	$367	Hold	4	–	–	﹤0.01%	430
2024 Q1	$370	Hold	4	–	–	﹤0.01%	446
2023 Q4	$376	Hold	4	–	–	﹤0.01%	432
2023 Q3	$355	Sell	4 -66	-94%	-$6.03K	﹤0.01%	413
2023 Q2	$6.53K	Hold	70	–	–	﹤0.01%	356
2023 Q1	$6.63K	Hold	70	–	–	﹤0.01%	352
2022 Q4	$6.49K	Buy	70 +61	+678%	+$5.63K	﹤0.01%	328
2022 Q3	$1K	Sell	9 -23	-72%	-$2.23K	﹤0.01%	335
2022 Q2	$3K	Buy	32 +4	+14%	+$392	﹤0.01%	330
2022 Q1	$3K	Hold	28	–	–	﹤0.01%	237
2021 Q4	$3K	Buy	+28	New	+$3.01K	﹤0.01%	225

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 22.9% 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

Guardian Wealth Advisors (North Carolina)'s MBB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares MBS ETF (MBB) stake by 0.92% in Q2 2026, buying an estimated $18K and bringing the position to 20,792 shares worth $1.97M. The position accounts for 0.11% of the portfolio, ranked #119.

Guardian Wealth Advisors (North Carolina) first reported a position in MBB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.06M in Q4 2025. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 20,792 shares of iShares MBS ETF worth $1.97M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 190 iShares MBS ETF shares in Q2 2026, an estimated $18K.
iShares MBS ETF made up 0.11% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #119 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares MBS ETF in Q4 2021 and has held it in 19 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares MBS ETF position peaked at $2.06M in Q4 2025.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.