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Integrated Advisors Network’s iShares MBS ETF MBB Stock Holding History

Integrated Advisors Network’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 		$3.81M Sell
40,348
-1,047
-3% -$99K 0.18% 131
2026
Q1 		$3.93M Sell
41,395
-4,111
-9% -$393K 0.21% 126
2025
Q4 		$4.33M Sell
45,506
-2,563
-5% -$244K 0.19% 124
2025
Q3 		$4.57M Sell
48,069
-837
-2% -$78.6K 0.19% 129
2025
Q2 		$4.59M Sell
48,906
-10,348
-17% -$959K 0.21% 122
2025
Q1 		$5.56M Buy
59,254
+23,717
+67% +$2.19M 0.28% 84
2024
Q4 		$3.26M Buy
35,537
+225
+0.6% +$20.9K 0.16% 152
2024
Q3 		$3.38M Buy
35,312
+409
+1% +$38.7K 0.16% 158
2024
Q2 		$3.2M Sell
34,903
-776
-2% -$70.7K 0.16% 161
2024
Q1 		$3.3M Sell
35,679
-201
-0.6% -$18.6K 0.17% 164
2023
Q4 		$3.38M Sell
35,880
-2,029
-5% -$182K 0.19% 149
2023
Q3 		$3.37M Sell
37,909
-977
-3% -$89.3K 0.21% 137
2023
Q2 		$3.63M Sell
38,886
-1,359
-3% -$128K 0.21% 129
2023
Q1 		$3.81M Sell
40,245
-81,267
-67% -$7.67M 0.23% 115
2022
Q4 		$11.3M Buy
121,512
+3,959
+3% +$365K 0.73% 27
2022
Q3 		$10.8M Buy
117,553
+2,503
+2% +$243K 0.73% 25
2022
Q2 		$11.2M Buy
115,050
+1,227
+1% +$120K 0.73% 30
2022
Q1 		$11.6M Sell
113,823
-9,198
-7% -$960K 0.68% 29
2021
Q4 		$13.2M Buy
123,021
+3,227
+3% +$347K 0.78% 27
2021
Q3 		$13M Buy
119,794
+135
+0.1% +$14.6K 0.86% 22
2021
Q2 		$13M Sell
119,659
-4,641
-4% -$503K 0.95% 20
2021
Q1 		$13.5M Buy
124,300
+11,088
+10% +$1.21M 1.23% 12
2020
Q4 		$12.5M Sell
113,212
-1,291
-1% -$142K 1.37% 11
2020
Q3 		$12.6M Sell
114,503
-2,550
-2% -$282K 1.6% 9
2020
Q2 		$13M Sell
117,053
-11
-0% -$1.22K 1.52% 10
2020
Q1 		$12.9M Buy
117,064
+1,954
+2% +$213K 2.53% 3
2019
Q4 		$12.4M Buy
+115,110
New +$12.4M 1.68% 3

Other funds holding MBB

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Integrated Advisors Network's MBB Position: Q2 2026 in Review

Integrated Advisors Network reduced its iShares MBS ETF (MBB) stake by 2.5% in Q2 2026, selling an estimated $99K and leaving 40,348 shares worth $3.81M. The position accounts for 0.18% of the portfolio, ranked #131.

Integrated Advisors Network first reported a position in MBB in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.5M in Q1 2021. 771 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Integrated Advisors Network held 40,348 shares of iShares MBS ETF worth $3.81M as of Q2 2026.
  • Integrated Advisors Network sold 1,047 iShares MBS ETF shares in Q2 2026, an estimated $99K.
  • iShares MBS ETF made up 0.18% of Integrated Advisors Network's portfolio in Q2 2026, its #131 holding.
  • Integrated Advisors Network first reported a position in iShares MBS ETF in Q4 2019 and has held it in 27 quarters since.
  • Integrated Advisors Network's iShares MBS ETF position peaked at $13.5M in Q1 2021.
  • 771 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.