IWA
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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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. 187 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.
  • 187 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.