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Laurel Wealth Advisors (North Carolina)’s iShares MBS ETF MBB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-200
Closed -$19K – 456
2025
Q4 		$19K Buy
+200
New +$19.1K ﹤0.01% 426
2025
Q2 		– Sell
-200
Closed -$18.8K – 476
2025
Q1 		$18.8K Hold
200
– – ﹤0.01% 418
2024
Q4 		$18.3K Hold
200
– – ﹤0.01% 425
2024
Q3 		$19.2K Hold
200
– – ﹤0.01% 411
2024
Q2 		$18.4K Hold
200
– – ﹤0.01% 379
2024
Q1 		$18.5K Hold
200
– – ﹤0.01% 388
2023
Q4 		$18.8K Hold
200
– – ﹤0.01% 360
2023
Q3 		$17.8K Sell
200
-50
-20% -$4.57K ﹤0.01% 362
2023
Q2 		$23.3K Hold
250
– – ﹤0.01% 354
2023
Q1 		$23.7K Sell
250
-15
-6% -$1.42K 0.01% 348
2022
Q4 		$24.6K Hold
265
– – 0.01% 315
2022
Q3 		$24K Sell
265
-1,115
-81% -$108K 0.01% 318
2022
Q2 		$135K Sell
1,380
-4,235
-75% -$415K 0.03% 185
2022
Q1 		$572K Sell
5,615
-15,436
-73% -$1.61M 0.12% 116
2021
Q4 		$2.26M Sell
21,051
-24,585
-54% -$2.65M 0.46% 63
2021
Q3 		$4.93M Sell
45,636
-2,313
-5% -$251K 1.09% 28
2021
Q2 		$5.19M Buy
47,949
+901
+2% +$97.7K 1.12% 24
2021
Q1 		$5.1M Buy
47,048
+4,047
+9% +$443K 1.24% 22
2020
Q4 		$4.74M Buy
43,001
+5,875
+16% +$647K 1.23% 23
2020
Q3 		$4.1M Buy
37,126
+8,010
+28% +$886K 1.22% 24
2020
Q2 		$3.22M Buy
29,116
+12,050
+71% +$1.33M 1.06% 30
2020
Q1 		$1.89M Buy
17,066
+12,055
+241% +$1.31M 0.71% 48
2019
Q4 		$541K Buy
5,011
+895
+22% +$96.7K 0.17% 100
2019
Q3 		$446K Buy
4,116
+198
+5% +$21.4K 0.15% 110
2019
Q2 		$422K Buy
3,918
+215
+6% +$22.9K 0.15% 111
2019
Q1 		$394K Buy
+3,703
New +$389K 0.14% 111

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s MBB Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares MBS ETF (MBB) in Q1 2026, closing a stake of 200 shares — an estimated $19K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MBB in Q1 2019 and held it in 26 quarters. The position peaked at $5.19M in Q2 2021. 1,030 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares MBS ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 200 iShares MBS ETF shares in Q1 2026, an estimated $19K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares MBS ETF in Q1 2019 and held it in 26 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares MBS ETF position peaked at $5.19M in Q2 2021.
  • 1,030 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.