International Private Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

International Private Wealth 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	$5.39M	Buy	56,994 +32,836	+136%	+$3.11M	2.77%	5
2026 Q1	$2.29M	Buy	24,158 +21,110	+693%	+$2.02M	1.4%	17
2025 Q4	$290K	Sell	3,048 -100	-3%	-$9.54K	0.18%	119
2025 Q3	$300K	Sell	3,148 -972	-24%	-$91.3K	0.19%	120
2025 Q2	$387K	Buy	4,120 +114	+3%	+$10.6K	0.33%	92
2025 Q1	$376K	Sell	4,006 -1	-0%	-$92	0.36%	77
2024 Q4	$367K	Buy	+4,007	New	+$373K	0.37%	74

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

International Private Wealth Advisors's MBB Position: Q2 2026 in Review

International Private Wealth Advisors increased its iShares MBS ETF (MBB) stake by 136% in Q2 2026, buying an estimated $3.11M and bringing the position to 56,994 shares worth $5.39M. The position accounts for 2.77% of the portfolio, ranked #5.

International Private Wealth Advisors first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

International Private Wealth Advisors held 56,994 shares of iShares MBS ETF worth $5.39M as of Q2 2026.
International Private Wealth Advisors bought 32,836 iShares MBS ETF shares in Q2 2026, an estimated $3.11M.
iShares MBS ETF made up 2.77% of International Private Wealth Advisors's portfolio in Q2 2026, its #5 holding.
International Private Wealth Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.