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Innovative Asset Advisors Group’s iShares MBS ETF MBB Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-57
Closed -$5.41K – 712
2026
Q1 		$5.41K Buy
+57
New +$5.45K ﹤0.01% 759

Other funds holding MBB

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Innovative Asset Advisors Group's MBB Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 57 shares — an estimated $5.41K sold.

Innovative Asset Advisors Group first reported a position in MBB in Q1 2026 and held it in 1 quarter. The position peaked at $5.41K in Q1 2026. 986 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 57 iShares MBS ETF shares in Q2 2026, an estimated $5.41K.
  • Innovative Asset Advisors Group first reported a position in iShares MBS ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's iShares MBS ETF position peaked at $5.41K in Q1 2026.
  • 986 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.