LA
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Latitude Advisors’s iShares MBS ETF MBB Stock Holding History

Latitude 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 		$932K Buy
9,856
+560
+6% +$53K 0.37% 65
2026
Q1 		$883K Buy
9,296
+799
+9% +$76.3K 0.4% 67
2025
Q4 		$809K Buy
8,497
+1,446
+21% +$138K 0.36% 72
2025
Q3 		$671K Buy
7,051
+569
+9% +$53.5K 0.31% 81
2025
Q2 		$609K Sell
6,482
-546
-8% -$50.6K 0.31% 77
2025
Q1 		$659K Buy
7,028
+129
+2% +$11.9K 0.38% 62
2024
Q4 		$632K Buy
6,899
+164
+2% +$15.3K 0.36% 68
2024
Q3 		$645K Buy
6,735
+896
+15% +$84.7K 0.37% 69
2024
Q2 		$536K Buy
5,839
+1,140
+24% +$104K 0.33% 70
2024
Q1 		$434K Buy
4,699
+991
+27% +$91.7K 0.27% 88
2023
Q4 		$349K Sell
3,708
-711
-16% -$63.8K 0.24% 110
2023
Q3 		$392K Buy
4,419
+565
+15% +$51.6K 0.28% 87
2023
Q2 		$359K Sell
3,854
-1,982
-34% -$186K 0.25% 96
2023
Q1 		$553K Buy
5,836
+1,068
+22% +$101K 0.4% 53
2022
Q4 		$442K Buy
4,768
+620
+15% +$57.2K 0.33% 74
2022
Q3 		$380K Sell
4,148
-791
-16% -$76.7K 0.31% 80
2022
Q2 		$442K Sell
4,939
-11,824
-71% -$1.16M 0.41% 65
2022
Q1 		$1.71M Buy
16,763
+5,419
+48% +$566K 0.38% 52
2021
Q4 		$1.22M Buy
11,344
+1,502
+15% +$162K 0.34% 55
2021
Q3 		$1.06M Buy
9,842
+5,327
+118% +$578K 0.34% 55
2021
Q2 		$489K Buy
4,515
+772
+21% +$83.7K 0.36% 59
2021
Q1 		$406K Buy
3,743
+137
+4% +$15K 0.33% 70
2020
Q4 		$397K Buy
+3,606
New +$397K 0.35% 67

Other funds holding MBB

Truist Financial
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Latitude Advisors's MBB Position: Q2 2026 in Review

Latitude Advisors increased its iShares MBS ETF (MBB) stake by 6% in Q2 2026, buying an estimated $53K and bringing the position to 9,856 shares worth $932K. The position accounts for 0.37% of the portfolio, ranked #65.

Latitude Advisors first reported a position in MBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.71M in Q1 2022. 469 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Latitude Advisors held 9,856 shares of iShares MBS ETF worth $932K as of Q2 2026.
  • Latitude Advisors bought 560 iShares MBS ETF shares in Q2 2026, an estimated $53K.
  • iShares MBS ETF made up 0.37% of Latitude Advisors's portfolio in Q2 2026, its #65 holding.
  • Latitude Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's iShares MBS ETF position peaked at $1.71M in Q1 2022.
  • 469 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.