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IFP Advisors’s iShares MBS ETF MBB Stock Holding History

IFP 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 		$2.15M Sell
22,723
-175
-0.8% -$16.5K 0.04% 466
2026
Q1 		$2.17M Sell
22,898
-2,296
-9% -$219K 0.05% 426
2025
Q4 		$2.4M Buy
25,194
+158
+0.6% +$15.1K 0.05% 370
2025
Q3 		$2.38M Buy
25,036
+1,061
+4% +$99.7K 0.06% 336
2025
Q2 		$2.25M Buy
23,975
+2,959
+14% +$274K 0.06% 331
2025
Q1 		$1.97M Sell
21,016
-5,387
-20% -$498K 0.06% 356
2024
Q4 		$2.42M Buy
26,403
+3,953
+18% +$368K 0.08% 287
2024
Q3 		$2.15M Buy
22,450
+2,108
+10% +$199K 0.08% 284
2024
Q2 		$1.87M Sell
20,342
-521
-2% -$47.5K 0.07% 281
2024
Q1 		$1.93M Sell
20,863
-7,776
-27% -$719K 0.08% 260
2023
Q4 		$2.69M Buy
28,639
+1,984
+7% +$178K 0.13% 169
2023
Q3 		$2.37M Sell
26,655
-3,094
-10% -$283K 0.11% 199
2023
Q2 		$2.77M Buy
29,749
+838
+3% +$78.8K 0.12% 187
2023
Q1 		$3.09M Buy
28,911
+4,730
+20% +$447K 0.13% 153
2022
Q4 		$2.6M Buy
24,181
+8,211
+51% +$757K 0.07% 308
2022
Q3 		$1.72M Sell
15,970
-718
-4% -$69.6K 0.04% 450
2022
Q2 		$1.79M Hold
16,688
– – 0.06% 379
2022
Q1 		$1.79M Buy
16,688
+742
+5% +$77.4K 0.06% 379
2021
Q4 		$1.73M Buy
15,946
+500
+3% +$53.8K 0.03% 300
2021
Q3 		$1.68M Buy
15,446
+1,985
+15% +$215K 0.03% 297
2021
Q2 		$1.46M Sell
13,461
-1,010
-7% -$110K 0.03% 307
2021
Q1 		$1.57M Sell
14,471
-7,395
-34% -$810K 0.03% 276
2020
Q4 		$2.42M Buy
21,866
+4,587
+27% +$505K 0.1% 183
2020
Q3 		$1.91M Sell
17,279
-24,660
-59% -$2.73M 0.11% 175
2020
Q2 		$4.65M Buy
41,939
+24,895
+146% +$2.76M 0.37% 58
2020
Q1 		$1.87M Sell
17,044
-166
-1% -$18.1K 0.19% 123
2019
Q4 		$1.86M Buy
17,210
+1,921
+13% +$208K 0.14% 177
2019
Q3 		$1.66M Buy
+15,289
New +$1.65M 0.11% 211
2019
Q1 		$1.53M Sell
14,367
-4,998
-26% -$526K 0.21% 105
2018
Q4 		$2.02M Sell
19,365
-5,503
-22% -$566K 0.12% 185
2018
Q3 		$2.57M Sell
24,868
-2,342
-9% -$243K 0.1% 214
2018
Q2 		$2.83M Buy
27,210
+2,794
+11% +$290K 0.12% 190
2018
Q1 		$2.6M Hold
24,416
– – 0.12% 201
2017
Q4 		$2.6M Sell
24,416
-1,200
-5% -$128K 0.12% 202
2017
Q3 		$2.74M Sell
25,616
-3,916
-13% -$419K 0.11% 204
2017
Q2 		$3.15M Sell
29,532
-40,502
-58% -$4.33M 0.13% 175
2017
Q1 		$7.46M Buy
70,034
+22,786
+48% +$2.42M 0.33% 63
2016
Q4 		$5.02M Sell
47,248
-3,568
-7% -$386K 0.24% 90
2016
Q3 		$5.59M Sell
50,816
-13,898
-21% -$1.53M 0.29% 71
2016
Q2 		$7.12M Buy
64,714
+50,347
+350% +$5.51M 0.4% 47
2016
Q1 		$1.53M Sell
14,367
-79,426
-85% -$8.66M 0.21% 105
2015
Q4 		$10.1M Buy
+93,793
New +$10.2M 0.68% 20

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IFP Advisors's MBB Position: Q2 2026 in Review

IFP Advisors reduced its iShares MBS ETF (MBB) stake by 0.76% in Q2 2026, selling an estimated $16.5K and leaving 22,723 shares worth $2.15M. The position accounts for 0.04% of the portfolio, ranked #466.

IFP Advisors first reported a position in MBB in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.1M in Q4 2015. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • IFP Advisors held 22,723 shares of iShares MBS ETF worth $2.15M as of Q2 2026.
  • IFP Advisors sold 175 iShares MBS ETF shares in Q2 2026, an estimated $16.5K.
  • iShares MBS ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #466 holding.
  • IFP Advisors first reported a position in iShares MBS ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares MBS ETF position peaked at $10.1M in Q4 2015.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.