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Harbor Investment Advisory’s iShares MBS ETF MBB Stock Holding History

Harbor Investment 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 		$15.4K Hold
163
– – ﹤0.01% 986
2026
Q1 		$15.5K Buy
163
+6
+4% +$573 ﹤0.01% 828
2025
Q4 		$14.9K Buy
157
+7
+5% +$668 ﹤0.01% 870
2025
Q3 		$14.3K Buy
150
+8
+6% +$752 ﹤0.01% 845
2025
Q2 		$13.3K Buy
142
+45
+46% +$4.17K ﹤0.01% 838
2025
Q1 		$9.1K Sell
97
-37
-28% -$3.42K ﹤0.01% 889
2024
Q4 		$12.3K Hold
134
– – ﹤0.01% 828
2024
Q3 		$12.8K Buy
134
+7
+6% +$662 ﹤0.01% 822
2024
Q2 		$11.7K Sell
127
-627
-83% -$57.1K ﹤0.01% 828
2024
Q1 		$69.7K Hold
754
– – 0.01% 516
2023
Q4 		$70.9K Sell
754
-21
-3% -$1.88K 0.01% 493
2023
Q3 		$68.8K Sell
775
-53
-6% -$4.84K 0.01% 477
2023
Q2 		$77.2K Sell
828
-156
-16% -$14.7K 0.01% 575
2023
Q1 		$93.2K Buy
984
+163
+20% +$15.4K 0.01% 512
2022
Q4 		$76.1K Buy
821
+38
+5% +$3.5K 0.01% 558
2022
Q3 		$72K Buy
783
+156
+25% +$15.1K 0.01% 557
2022
Q2 		$61K Hold
627
– – 0.01% 643
2022
Q1 		$64K Hold
627
– – 0.01% 674
2021
Q4 		$67K Sell
627
-163
-21% -$17.5K 0.01% 658
2021
Q3 		$85K Buy
790
+163
+26% +$17.7K 0.01% 571
2021
Q2 		$68K Hold
627
– – 0.01% 619
2021
Q1 		$68K Hold
627
– – 0.01% 589
2020
Q4 		$69K Buy
+627
New +$69K 0.01% 546

Other funds holding MBB

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Harbor Investment Advisory's MBB Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares MBS ETF (MBB) position steady in Q2 2026 at 163 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Harbor Investment Advisory first reported a position in MBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $93.2K in Q1 2023. 685 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Harbor Investment Advisory held 163 shares of iShares MBS ETF worth $15.4K as of Q2 2026.
  • Harbor Investment Advisory left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #986 holding.
  • Harbor Investment Advisory first reported a position in iShares MBS ETF in Q4 2020 and has held it in 23 quarters since.
  • Harbor Investment Advisory's iShares MBS ETF position peaked at $93.2K in Q1 2023.
  • 685 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.