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Kovack Advisors’s iShares MBS ETF MBB Stock Holding History

Kovack 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
Q1 		$423K Sell
4,461
-350
-7% -$33.4K 0.02% 643
2025
Q4 		$458K Buy
+4,811
New +$459K 0.02% 619
2023
Q4 		– Sell
-2,393
Closed -$212K – 595
2023
Q3 		$212K Sell
2,393
-3
-0.1% -$274 0.03% 468
2023
Q2 		$223K Buy
2,396
+60
+3% +$5.64K 0.03% 488
2023
Q1 		$221K Buy
+2,336
New +$221K 0.03% 489
2021
Q4 		– Sell
-3,600
Closed -$389K – 747
2021
Q3 		$389K Sell
3,600
-223
-6% -$24.2K 0.04% 436
2021
Q2 		$414K Sell
3,823
-281
-7% -$30.5K 0.05% 407
2021
Q1 		$445K Buy
4,104
+782
+24% +$85.7K 0.06% 345
2020
Q4 		$366K Buy
3,322
+595
+22% +$65.5K 0.05% 342
2020
Q3 		$301K Sell
2,727
-186
-6% -$20.6K 0.05% 330
2020
Q2 		$322K Sell
2,913
-528
-15% -$58.5K 0.06% 308
2020
Q1 		$380K Buy
3,441
+1,109
+48% +$121K 0.09% 239
2019
Q4 		$252K Buy
+2,332
New +$252K 0.05% 397
2018
Q2 		– Sell
-5,013
Closed -$525K – 496
2018
Q1 		$525K Buy
5,013
+56
+1% +$5.87K 0.13% 185
2017
Q4 		$528K Buy
4,957
+315
+7% +$33.6K 0.13% 185
2017
Q3 		$497K Sell
4,642
-139
-3% -$14.9K 0.16% 150
2017
Q2 		$510K Buy
4,781
+141
+3% +$15.1K 0.16% 155
2017
Q1 		$494K Hold
4,640
– – 0.19% 128
2016
Q4 		$493K Buy
4,640
+51
+1% +$5.51K 0.23% 101
2016
Q3 		$505K Buy
+4,589
New +$504K 0.25% 96

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Kovack Advisors's MBB Position: Q1 2026 in Review

Kovack Advisors reduced its iShares MBS ETF (MBB) stake by 7.3% in Q1 2026, selling an estimated $33.4K and leaving 4,461 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #643.

Kovack Advisors first reported a position in MBB in Q3 2016 and has held it in 20 quarters since. The position peaked at $528K in Q4 2017. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Kovack Advisors held 4,461 shares of iShares MBS ETF worth $423K as of Q1 2026.
  • Kovack Advisors sold 350 iShares MBS ETF shares in Q1 2026, an estimated $33.4K.
  • iShares MBS ETF made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #643 holding.
  • Kovack Advisors first reported a position in iShares MBS ETF in Q3 2016 and has held it in 20 quarters since.
  • Kovack Advisors's iShares MBS ETF position peaked at $528K in Q4 2017.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.