LGT Financial Advisors’s iShares MBS ETF MBB Stock Holding History

LGT Financial 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	$375K	Sell	3,969 -313	-7%	-$29.6K	1.98%	9
2026 Q1	$407K	Buy	4,282 +289	+7%	+$27.6K	2.08%	7
2025 Q4	$380K	Buy	3,993 +277	+7%	+$26.4K	2.33%	6
2025 Q3	$354K	Buy	3,716 +3,621	+3,812%	+$340K	0.76%	30
2025 Q2	$8.89K	Sell	95 -101	-52%	-$9.36K	0.02%	216
2025 Q1	$18.4K	Buy	196 +2	+1%	+$185	0.06%	157
2024 Q4	$17.8K	Sell	194 -260	-57%	-$24.2K	0.04%	334
2024 Q3	$43.5K	Sell	454 -459	-50%	-$43.4K	0.11%	144
2024 Q2	$83.8K	Sell	913 -594	-39%	-$54.1K	0.18%	100
2024 Q1	$139K	Sell	1,507 -605	-29%	-$56K	0.16%	149
2023 Q4	$199K	Sell	2,112 -958	-31%	-$85.9K	0.24%	89
2023 Q3	$273K	Sell	3,070 -173	-5%	-$15.8K	0.35%	62
2023 Q2	$303K	Buy	3,243 +592	+22%	+$55.7K	0.32%	82
2023 Q1	$251K	Sell	2,651 -585	-18%	-$55.2K	0.47%	62
2022 Q4	$300K	Buy	+3,236	New	+$298K	0.35%	63

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 22.96% 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

LGT Financial Advisors's MBB Position: Q2 2026 in Review

LGT Financial Advisors reduced its iShares MBS ETF (MBB) stake by 7.3% in Q2 2026, selling an estimated $29.6K and leaving 3,969 shares worth $375K. The position accounts for 1.98% of the portfolio, ranked #9.

LGT Financial Advisors first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $407K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

LGT Financial Advisors held 3,969 shares of iShares MBS ETF worth $375K as of Q2 2026.
LGT Financial Advisors sold 313 iShares MBS ETF shares in Q2 2026, an estimated $29.6K.
iShares MBS ETF made up 1.98% of LGT Financial Advisors's portfolio in Q2 2026, its #9 holding.
LGT Financial Advisors first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
LGT Financial Advisors's iShares MBS ETF position peaked at $407K in Q1 2026.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.