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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s MBB Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares MBS ETF (MBB) stake by 4.6% in Q1 2026, selling an estimated $93.9K and leaving 20,602 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #107.

Guardian Wealth Advisors (North Carolina) first reported a position in MBB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.06M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 20,602 shares of iShares MBS ETF worth $1.96M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 983 iShares MBS ETF shares in Q1 2026, an estimated $93.9K.
iShares MBS ETF made up 0.12% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #107 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares MBS ETF in Q4 2021 and has held it in 18 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares MBS ETF position peaked at $2.06M in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.