IAG
MBB icon

Investment Advisory Group’s iShares MBS ETF MBB Stock Holding History

Investment Advisory Group’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 		$249K Buy
+2,632
New +$249K 0.05% 184

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Investment Advisory Group's MBB Position: Q2 2026 in Review

Investment Advisory Group opened a new position in iShares MBS ETF (MBB) in Q2 2026: 2,632 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #184 among its holdings.

1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Investment Advisory Group held 2,632 shares of iShares MBS ETF worth $249K as of Q2 2026.
  • iShares MBS ETF was a new Investment Advisory Group position in Q2 2026.
  • iShares MBS ETF made up 0.05% of Investment Advisory Group's portfolio in Q2 2026, its #184 holding.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.