Legacy Edge Advisors’s iShares MBS ETF MBB Stock Holding History

Legacy Edge 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	$714K	Sell	7,553 -845	-10%	-$79.9K	0.07%	116
2026 Q1	$797K	Sell	8,398 -9,318	-53%	-$890K	0.08%	104
2025 Q4	$1.69M	Buy	17,716 +3,717	+27%	+$355K	0.18%	67
2025 Q3	$1.33M	Sell	13,999 -13,760	-50%	-$1.29M	0.16%	79
2025 Q2	$2.61M	Buy	27,759 +19,589	+240%	+$1.82M	0.35%	43
2025 Q1	$766K	Buy	8,170 +1,385	+20%	+$128K	0.12%	88
2024 Q4	$623K	Sell	6,785 -39	-0.6%	-$3.63K	0.1%	95
2024 Q3	$654K	Sell	6,824 -642	-9%	-$60.7K	0.1%	94
2024 Q2	$685K	Buy	7,466 +2,661	+55%	+$242K	0.13%	88
2024 Q1	$444K	Buy	4,805 +2,334	+94%	+$216K	0.09%	99
2023 Q4	$232K	Buy	+2,471	New	+$222K	0.05%	144

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Legacy Edge Advisors's MBB Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares MBS ETF (MBB) stake by 10% in Q2 2026, selling an estimated $79.9K and leaving 7,553 shares worth $714K. The position accounts for 0.07% of the portfolio, ranked #116.

Legacy Edge Advisors first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q2 2025. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Legacy Edge Advisors held 7,553 shares of iShares MBS ETF worth $714K as of Q2 2026.
Legacy Edge Advisors sold 845 iShares MBS ETF shares in Q2 2026, an estimated $79.9K.
iShares MBS ETF made up 0.07% of Legacy Edge Advisors's portfolio in Q2 2026, its #116 holding.
Legacy Edge Advisors first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's iShares MBS ETF position peaked at $2.61M in Q2 2025.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.