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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 		$2.61M Buy
27,759
+19,361
+231% +$1.83M 0.35% 43
2026
Q1 		$797K Sell
8,398
-9,318
-53% -$890K 0.08% 104
2025
Q4 		$1.69M Buy
+17,716
New +$1.69M 0.18% 67

Other funds holding MBB

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Legacy Edge Advisors increased its iShares MBS ETF (MBB) stake by 231% in Q2 2026, buying an estimated $1.83M and bringing the position to 27,759 shares worth $2.61M. The position accounts for 0.35% of the portfolio, ranked #43.

Legacy Edge Advisors first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 719 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Legacy Edge Advisors held 27,759 shares of iShares MBS ETF worth $2.61M as of Q2 2026.
  • Legacy Edge Advisors bought 19,361 iShares MBS ETF shares in Q2 2026, an estimated $1.83M.
  • iShares MBS ETF made up 0.35% of Legacy Edge Advisors's portfolio in Q2 2026, its #43 holding.
  • Legacy Edge Advisors first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 719 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.