Intrua Financial’s iShares MBS ETF MBB Stock Holding History

Intrua Financial’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	$3.71M	Buy	39,280 +2,081	+6%	+$197K	0.34%	55
2026 Q1	$3.53M	Buy	37,199 +20,349	+121%	+$1.94M	0.36%	49
2025 Q4	$1.6M	Buy	+16,850	New	+$1.61M	0.17%	105
2022 Q3	–	Sell	-2,151	Closed	-$210K	–	336
2022 Q2	$210K	Buy	2,151 +20	+0.9%	+$1.96K	0.04%	342
2022 Q1	$217K	Sell	2,131 -275	-11%	-$28.7K	0.04%	348
2021 Q4	$258K	Sell	2,406 -567	-19%	-$61K	0.05%	324
2021 Q3	$321K	Buy	2,973 +334	+13%	+$36.2K	0.06%	280
2021 Q2	$286K	Buy	2,639 +443	+20%	+$48K	0.07%	233
2021 Q1	$239K	Buy	+2,196	New	+$241K	0.06%	255
2020 Q3	–	Sell	-2,434	Closed	-$269K	–	245
2020 Q2	$269K	Buy	+2,434	New	+$269K	0.1%	192

Other funds holding MBB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Intrua Financial's MBB Position: Q2 2026 in Review

Intrua Financial increased its iShares MBS ETF (MBB) stake by 5.6% in Q2 2026, buying an estimated $197K and bringing the position to 39,280 shares worth $3.71M. The position accounts for 0.34% of the portfolio, ranked #55.

Intrua Financial first reported a position in MBB in Q2 2020 and has held it in 10 quarters since. 496 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Intrua Financial held 39,280 shares of iShares MBS ETF worth $3.71M as of Q2 2026.
Intrua Financial bought 2,081 iShares MBS ETF shares in Q2 2026, an estimated $197K.
iShares MBS ETF made up 0.34% of Intrua Financial's portfolio in Q2 2026, its #55 holding.
Intrua Financial first reported a position in iShares MBS ETF in Q2 2020 and has held it in 10 quarters since.
496 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.