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

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 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 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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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. 346 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.
346 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.