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L & S Advisors’s iShares MBS ETF MBB Stock Holding History

L & S 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 		$2.09M Hold
22,055
– – 0.26% 106
2025
Q4 		$2.1M Buy
+22,055
New +$2.1M 0.19% 134

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

L & S Advisors's MBB Position: Q1 2026 in Review

L & S Advisors held its iShares MBS ETF (MBB) position steady in Q1 2026 at 22,055 shares worth $2.09M. The position accounts for 0.26% of the portfolio, ranked #106.

L & S Advisors first reported a position in MBB in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.1M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • L & S Advisors held 22,055 shares of iShares MBS ETF worth $2.09M as of Q1 2026.
  • L & S Advisors left its iShares MBS ETF share count unchanged in Q1 2026.
  • iShares MBS ETF made up 0.26% of L & S Advisors's portfolio in Q1 2026, its #106 holding.
  • L & S Advisors first reported a position in iShares MBS ETF in Q4 2025 and has held it in 2 quarters since.
  • L & S Advisors's iShares MBS ETF position peaked at $2.1M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.