Knights of Columbus Asset Advisors’s iShares MBS ETF MBB Stock Holding History

Knights of Columbus Asset 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	$5.95M	Buy	62,949 +5,850	+10%	+$553K	0.3%	85
2026 Q1	$5.42M	Buy	57,099 +13,370	+31%	+$1.28M	0.31%	90
2025 Q4	$4.16M	Hold	43,729	–	–	0.24%	105
2025 Q3	$4.16M	Buy	43,729 +27,629	+172%	+$2.6M	0.24%	107
2025 Q2	$1.51M	Hold	16,100	–	–	0.09%	221
2025 Q1	$1.51M	Buy	+16,100	New	+$1.49M	0.1%	210

Other funds holding MBB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Knights of Columbus Asset Advisors's MBB Position: Q2 2026 in Review

Knights of Columbus Asset Advisors increased its iShares MBS ETF (MBB) stake by 10% in Q2 2026, buying an estimated $553K and bringing the position to 62,949 shares worth $5.95M. The position accounts for 0.3% of the portfolio, ranked #85.

Knights of Columbus Asset Advisors first reported a position in MBB in Q1 2025 and has held it in 6 quarters since. 636 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Knights of Columbus Asset Advisors held 62,949 shares of iShares MBS ETF worth $5.95M as of Q2 2026.
Knights of Columbus Asset Advisors bought 5,850 iShares MBS ETF shares in Q2 2026, an estimated $553K.
iShares MBS ETF made up 0.3% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #85 holding.
Knights of Columbus Asset Advisors first reported a position in iShares MBS ETF in Q1 2025 and has held it in 6 quarters since.
636 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.