Icon Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Icon 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	$14.4M	Buy	151,946 +14,790	+11%	+$1.4M	0.86%	28
2026 Q1	$13M	Buy	137,156 +6,808	+5%	+$650K	0.84%	29
2025 Q4	$12.4M	Buy	130,348 +2,664	+2%	+$254K	0.83%	30
2025 Q3	$12.1M	Buy	127,684 +6,730	+6%	+$632K	0.82%	31
2025 Q2	$11.4M	Buy	120,954 +9,783	+9%	+$907K	0.81%	28
2025 Q1	$10.4M	Sell	111,171 -29,473	-21%	-$2.73M	0.86%	26
2024 Q4	$12.9M	Buy	140,644 +4,434	+3%	+$413K	1.06%	21
2024 Q3	$13.1M	Buy	136,210 +1,826	+1%	+$173K	1.09%	21
2024 Q2	$12.6M	Sell	134,384 -5,898	-4%	-$537K	1.12%	21
2024 Q1	$13M	Buy	140,282 +3,232	+2%	+$299K	1.2%	20
2023 Q4	$12.9M	Buy	+137,050	New	+$12.3M	1.34%	13
2022 Q4	$9.2M	Buy	99,238 +84,789	+587%	+$7.82M	1.06%	16
2022 Q3	$1.32M	Buy	+14,449	New	+$1.4M	0.16%	111

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 22.96% 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

Icon Wealth Advisors's MBB Position: Q2 2026 in Review

Icon Wealth Advisors increased its iShares MBS ETF (MBB) stake by 11% in Q2 2026, buying an estimated $1.4M and bringing the position to 151,946 shares worth $14.4M. The position accounts for 0.86% of the portfolio, ranked #28.

Icon Wealth Advisors first reported a position in MBB in Q3 2022 and has held it in 13 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Icon Wealth Advisors held 151,946 shares of iShares MBS ETF worth $14.4M as of Q2 2026.
Icon Wealth Advisors bought 14,790 iShares MBS ETF shares in Q2 2026, an estimated $1.4M.
iShares MBS ETF made up 0.86% of Icon Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Icon Wealth Advisors first reported a position in iShares MBS ETF in Q3 2022 and has held it in 13 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.