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

JFS 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	$1.72M	Buy	18,182 +1,672	+10%	+$158K	0.09%	123
2026 Q1	$1.57M	Buy	+16,510	New	+$1.58M	0.09%	127
2023 Q3	–	Sell	-221	Closed	-$20.6K	–	1988
2023 Q2	$20.6K	Buy	+221	New	+$20.8K	﹤0.01%	537
2020 Q4	–	Sell	-245	Closed	-$27K	–	608
2020 Q3	$27K	Buy	+245	New	+$27.1K	0.01%	292
2018 Q1	–	Sell	-17	Closed	-$2K	–	556
2017 Q4	$2K	Buy	+17	New	+$1.81K	﹤0.01%	490
2016 Q2	–	Sell	-75	Closed	-$8K	–	576
2016 Q1	$8K	Hold	75	–	–	﹤0.01%	422
2015 Q4	$8K	Buy	+75	New	+$8.16K	﹤0.01%	418

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

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

JFS Wealth Advisors increased its iShares MBS ETF (MBB) stake by 10% in Q2 2026, buying an estimated $158K and bringing the position to 18,182 shares worth $1.72M. The position accounts for 0.09% of the portfolio, ranked #123.

JFS Wealth Advisors first reported a position in MBB in Q4 2015 and has held it in 7 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

JFS Wealth Advisors held 18,182 shares of iShares MBS ETF worth $1.72M as of Q2 2026.
JFS Wealth Advisors bought 1,672 iShares MBS ETF shares in Q2 2026, an estimated $158K.
iShares MBS ETF made up 0.09% of JFS Wealth Advisors's portfolio in Q2 2026, its #123 holding.
JFS Wealth Advisors first reported a position in iShares MBS ETF in Q4 2015 and has held it in 7 quarters since.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.