Inspire Advisors’s iShares MBS ETF MBB Stock Holding History

Inspire 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	$4.87M	Sell	51,565 -4,008	-7%	-$379K	0.34%	31
2026 Q1	$5.28M	Buy	55,573 +1,333	+2%	+$127K	0.43%	21
2025 Q4	$5.16M	Buy	54,240 +4,206	+8%	+$401K	0.48%	20
2025 Q3	$4.76M	Sell	50,034 -2,749	-5%	-$258K	0.46%	24
2025 Q2	$4.96M	Buy	52,783 +8,568	+19%	+$794K	0.51%	19
2025 Q1	$4.15M	Buy	44,215 +1,999	+5%	+$185K	0.48%	21
2024 Q4	$3.87M	Buy	42,216 +1,506	+4%	+$140K	0.47%	21
2024 Q3	$3.9M	Buy	40,710 +8,169	+25%	+$772K	0.47%	20
2024 Q2	$2.99M	Buy	+32,541	New	+$2.96M	0.4%	20
2021 Q1	–	Sell	-51	Closed	-$6K	–	462
2020 Q4	$6K	Buy	+51	New	+$5.62K	﹤0.01%	581

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

Inspire Advisors's MBB Position: Q2 2026 in Review

Inspire Advisors reduced its iShares MBS ETF (MBB) stake by 7.2% in Q2 2026, selling an estimated $379K and leaving 51,565 shares worth $4.87M. The position accounts for 0.34% of the portfolio, ranked #31.

Inspire Advisors first reported a position in MBB in Q4 2020 and has held it in 10 quarters since. The position peaked at $5.28M in Q1 2026. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Inspire Advisors held 51,565 shares of iShares MBS ETF worth $4.87M as of Q2 2026.
Inspire Advisors sold 4,008 iShares MBS ETF shares in Q2 2026, an estimated $379K.
iShares MBS ETF made up 0.34% of Inspire Advisors's portfolio in Q2 2026, its #31 holding.
Inspire Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 10 quarters since.
Inspire Advisors's iShares MBS ETF position peaked at $5.28M in Q1 2026.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.