Keating Financial Advisory Services’s iShares MBS ETF MBB Stock Holding History

Keating Financial Advisory Services’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	$2.17K	Hold	23	–	–	﹤0.01%	1918
2026 Q1	$2.18K	Buy	+23	New	+$2.2K	﹤0.01%	1806

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 22.9% 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

Keating Financial Advisory Services's MBB Position: Q2 2026 in Review

Keating Financial Advisory Services held its iShares MBS ETF (MBB) position steady in Q2 2026 at 23 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Keating Financial Advisory Services first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.18K in Q1 2026. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Keating Financial Advisory Services held 23 shares of iShares MBS ETF worth $2.17K as of Q2 2026.
Keating Financial Advisory Services left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1918 holding.
Keating Financial Advisory Services first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
Keating Financial Advisory Services's iShares MBS ETF position peaked at $2.18K in Q1 2026.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.