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LexAurum Advisors’s iShares MBS ETF MBB Stock Holding History

LexAurum 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 		$948K Buy
10,028
+134
+1% +$12.7K 0.11% 158
2026
Q1 		$939K Buy
+9,894
New +$945K 0.12% 144
2025
Q3 		$924K Sell
9,713
-15
-0.2% -$1.41K 0.13% 129
2025
Q2 		$913K Buy
9,728
+722
+8% +$66.9K 0.14% 125
2025
Q1 		$845K Sell
9,006
-199
-2% -$18.4K 0.16% 126
2024
Q4 		$844K Buy
9,205
+488
+6% +$45.4K 0.17% 120
2024
Q3 		$835K Buy
8,717
+50
+0.6% +$4.73K 0.18% 112
2024
Q2 		$796K Buy
8,667
+108
+1% +$9.84K 0.19% 110
2024
Q1 		$791K Sell
8,559
-193
-2% -$17.9K 0.2% 106
2023
Q4 		$823K Sell
8,752
-324
-4% -$29.1K 0.22% 107
2023
Q3 		$806K Sell
9,076
-322
-3% -$29.4K 0.24% 94
2023
Q2 		$877K Buy
9,398
+264
+3% +$24.8K 0.26% 80
2023
Q1 		$865K Buy
9,134
+2,453
+37% +$232K 0.29% 79
2022
Q4 		$620K Buy
+6,681
New +$616K 0.22% 99
2021
Q4 		– Sell
-7,244
Closed -$783K – 276
2021
Q3 		$783K Buy
7,244
+4,959
+217% +$538K 0.23% 112
2021
Q2 		$247K Sell
2,285
-554
-20% -$60.1K 0.07% 251
2021
Q1 		$308K Sell
2,839
-1,424
-33% -$156K 0.11% 197
2020
Q4 		$470K Buy
+4,263
New +$469K 0.17% 142

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

LexAurum Advisors's MBB Position: Q2 2026 in Review

LexAurum Advisors increased its iShares MBS ETF (MBB) stake by 1.4% in Q2 2026, buying an estimated $12.7K and bringing the position to 10,028 shares worth $948K. The position accounts for 0.11% of the portfolio, ranked #158.

LexAurum Advisors first reported a position in MBB in Q4 2020 and has held it in 18 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • LexAurum Advisors held 10,028 shares of iShares MBS ETF worth $948K as of Q2 2026.
  • LexAurum Advisors bought 134 iShares MBS ETF shares in Q2 2026, an estimated $12.7K.
  • iShares MBS ETF made up 0.11% of LexAurum Advisors's portfolio in Q2 2026, its #158 holding.
  • LexAurum Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 18 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.