Independent Advisor Alliance’s iShares MBS ETF MBB Stock Holding History

Independent Advisor Alliance’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	$4.11M	Sell	43,460 -245,671	-85%	-$23.2M	0.1%	155
2026 Q1	$27.5M	Buy	289,131 +253,147	+703%	+$24.2M	0.29%	69
2025 Q4	$3.43M	Sell	35,984 -5,139	-12%	-$490K	0.08%	196
2025 Q3	$3.91M	Buy	41,123 +4,233	+11%	+$398K	0.1%	175
2025 Q2	$3.46M	Buy	36,890 +2,412	+7%	+$224K	0.1%	178
2025 Q1	$3.23M	Sell	34,478 -117,141	-77%	-$10.8M	0.11%	172
2024 Q4	$13.9M	Buy	+151,619	New	+$14.1M	0.18%	117
2024 Q1	–	Sell	-3,188	Closed	-$300K	–	723
2023 Q4	$300K	Buy	3,188 +268	+9%	+$24K	0.01%	548
2023 Q3	$259K	Buy	+2,920	New	+$267K	0.01%	554
2020 Q1	–	Sell	-7,404	Closed	-$800K	–	675
2019 Q4	$800K	Buy	+7,404	New	+$800K	0.03%	425

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

Independent Advisor Alliance's MBB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares MBS ETF (MBB) stake by 85% in Q2 2026, selling an estimated $23.2M and leaving 43,460 shares worth $4.11M. The position accounts for 0.1% of the portfolio, ranked #155.

Independent Advisor Alliance first reported a position in MBB in Q4 2019 and has held it in 10 quarters since. The position peaked at $27.5M in Q1 2026. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Independent Advisor Alliance held 43,460 shares of iShares MBS ETF worth $4.11M as of Q2 2026.
Independent Advisor Alliance sold 245,671 iShares MBS ETF shares in Q2 2026, an estimated $23.2M.
iShares MBS ETF made up 0.1% of Independent Advisor Alliance's portfolio in Q2 2026, its #155 holding.
Independent Advisor Alliance first reported a position in iShares MBS ETF in Q4 2019 and has held it in 10 quarters since.
Independent Advisor Alliance's iShares MBS ETF position peaked at $27.5M in Q1 2026.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.