Heritage Oak Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Heritage Oak Wealth 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	$411K	Buy	4,343 +106	+3%	+$10K	0.12%	63
2026 Q1	$402K	Buy	4,237 +774	+22%	+$73.9K	0.13%	48
2025 Q4	$330K	Buy	3,463 +894	+35%	+$85.3K	0.12%	60
2025 Q3	$244K	Sell	2,569 -584	-19%	-$54.9K	0.09%	74
2025 Q2	$296K	Sell	3,153 -478	-13%	-$44.3K	0.11%	61
2025 Q1	$341K	Sell	3,631 -349	-9%	-$32.3K	0.15%	51
2024 Q4	$365K	Buy	+3,980	New	+$371K	0.17%	49
2024 Q3	–	Sell	-4,014	Closed	-$369K	–	183
2024 Q2	$369K	Buy	+4,014	New	+$366K	0.19%	74

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

Heritage Oak Wealth Advisors's MBB Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its iShares MBS ETF (MBB) stake by 2.5% in Q2 2026, buying an estimated $10K and bringing the position to 4,343 shares worth $411K. The position accounts for 0.12% of the portfolio, ranked #63.

Heritage Oak Wealth Advisors first reported a position in MBB in Q2 2024 and has held it in 8 quarters since. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Heritage Oak Wealth Advisors held 4,343 shares of iShares MBS ETF worth $411K as of Q2 2026.
Heritage Oak Wealth Advisors bought 106 iShares MBS ETF shares in Q2 2026, an estimated $10K.
iShares MBS ETF made up 0.12% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Heritage Oak Wealth Advisors first reported a position in iShares MBS ETF in Q2 2024 and has held it in 8 quarters since.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.