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IVC Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

IVC 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 		$591K Buy
6,254
+463
+8% +$43.8K 0.23% 79
2026
Q1 		$550K Buy
5,791
+27
+0.5% +$2.58K 0.24% 80
2025
Q4 		$549K Buy
5,764
+245
+4% +$23.4K 0.24% 79
2025
Q3 		$525K Buy
5,519
+1,739
+46% +$163K 0.23% 78
2025
Q2 		$355K Buy
3,780
+97
+3% +$8.99K 0.17% 107
2025
Q1 		$345K Sell
3,683
-171
-4% -$15.8K 0.19% 108
2024
Q4 		$353K Buy
3,854
+202
+6% +$18.8K 0.2% 96
2024
Q3 		$350K Sell
3,652
-387
-10% -$36.6K 0.19% 107
2024
Q2 		$371K Sell
4,039
-27
-0.7% -$2.46K 0.21% 104
2024
Q1 		$376K Sell
4,066
-128
-3% -$11.8K 0.22% 104
2023
Q4 		$395K Sell
4,194
-200
-5% -$17.9K 0.25% 92
2023
Q3 		$390K Buy
4,394
+432
+11% +$39.5K 0.26% 94
2023
Q2 		$370K Buy
3,962
+376
+10% +$35.4K 0.23% 98
2023
Q1 		$340K Buy
3,586
+113
+3% +$10.7K 0.24% 94
2022
Q4 		$322K Sell
3,473
-635
-15% -$58.6K 0.24% 100
2022
Q3 		$376K Buy
4,108
+486
+13% +$47.1K 0.3% 79
2022
Q2 		$353K Buy
3,622
+1,363
+60% +$134K 0.27% 91
2022
Q1 		$230K Buy
+2,259
New +$236K 0.15% 135

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

IVC Wealth Advisors's MBB Position: Q2 2026 in Review

IVC Wealth Advisors increased its iShares MBS ETF (MBB) stake by 8% in Q2 2026, buying an estimated $43.8K and bringing the position to 6,254 shares worth $591K. The position accounts for 0.23% of the portfolio, ranked #79.

IVC Wealth Advisors first reported a position in MBB in Q1 2022 and has held it in 18 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • IVC Wealth Advisors held 6,254 shares of iShares MBS ETF worth $591K as of Q2 2026.
  • IVC Wealth Advisors bought 463 iShares MBS ETF shares in Q2 2026, an estimated $43.8K.
  • iShares MBS ETF made up 0.23% of IVC Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • IVC Wealth Advisors first reported a position in iShares MBS ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.