Investor's Fiduciary Advisor Network’s iShares MBS ETF MBB Stock Holding History

Investor's Fiduciary Advisor 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	–	Sell	-11,140	Closed	-$1.06M	–	258
2026 Q1	$1.06M	Buy	11,140 +112	+1%	+$10.7K	0.32%	87
2025 Q4	$1.05M	Sell	11,028 -59	-0.5%	-$5.63K	0.23%	103
2025 Q3	$1.05M	Buy	11,087 +166	+2%	+$15.6K	0.36%	81
2025 Q2	$1.02M	Sell	10,921 -3,908	-26%	-$362K	0.38%	75
2025 Q1	$1.39M	Sell	14,829 -11	-0.1%	-$1.02K	0.66%	48
2024 Q4	$1.36M	Buy	+14,840	New	+$1.38M	0.52%	52

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

Investor's Fiduciary Advisor Network's MBB Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 11,140 shares — an estimated $1.06M sold.

Investor's Fiduciary Advisor Network first reported a position in MBB in Q4 2024 and held it in 6 quarters. The position peaked at $1.39M in Q1 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 11,140 iShares MBS ETF shares in Q2 2026, an estimated $1.06M.
Investor's Fiduciary Advisor Network first reported a position in iShares MBS ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's iShares MBS ETF position peaked at $1.39M in Q1 2025.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.