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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Independent Advisor Alliance's MBB Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares MBS ETF (MBB) stake by 703% in Q1 2026, buying an estimated $24.2M and bringing the position to 289,131 shares worth $27.5M. The position accounts for 0.29% of the portfolio, ranked #69.

Independent Advisor Alliance first reported a position in MBB in Q4 2019 and has held it in 9 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Independent Advisor Alliance held 289,131 shares of iShares MBS ETF worth $27.5M as of Q1 2026.
Independent Advisor Alliance bought 253,147 iShares MBS ETF shares in Q1 2026, an estimated $24.2M.
iShares MBS ETF made up 0.29% of Independent Advisor Alliance's portfolio in Q1 2026, its #69 holding.
Independent Advisor Alliance first reported a position in iShares MBS ETF in Q4 2019 and has held it in 9 quarters since.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.