Intelligence Driven Advisers’s iShares MBS ETF MBB Stock Holding History

Intelligence Driven Advisers’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	$1.39M	Sell	14,745 -1,445	-9%	-$137K	0.23%	43
2026 Q1	$1.54M	Sell	16,190 -1,428	-8%	-$136K	0.27%	35
2025 Q4	$1.68M	Sell	17,618 -2,040	-10%	-$195K	0.24%	37
2025 Q3	$1.87M	Sell	19,658 -217	-1%	-$20.4K	0.26%	33
2025 Q2	$1.87M	Buy	+19,875	New	+$1.84M	0.28%	32
2022 Q2	–	Sell	-2,406	Closed	-$241K	–	101
2022 Q1	$241K	Buy	+2,406	New	+$251K	0.04%	83

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

Intelligence Driven Advisers's MBB Position: Q2 2026 in Review

Intelligence Driven Advisers reduced its iShares MBS ETF (MBB) stake by 8.9% in Q2 2026, selling an estimated $137K and leaving 14,745 shares worth $1.39M. The position accounts for 0.23% of the portfolio, ranked #43.

Intelligence Driven Advisers first reported a position in MBB in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.87M in Q3 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Intelligence Driven Advisers held 14,745 shares of iShares MBS ETF worth $1.39M as of Q2 2026.
Intelligence Driven Advisers sold 1,445 iShares MBS ETF shares in Q2 2026, an estimated $137K.
iShares MBS ETF made up 0.23% of Intelligence Driven Advisers's portfolio in Q2 2026, its #43 holding.
Intelligence Driven Advisers first reported a position in iShares MBS ETF in Q1 2022 and has held it in 6 quarters since.
Intelligence Driven Advisers's iShares MBS ETF position peaked at $1.87M in Q3 2025.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.