Lido Advisors
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Lido Advisors’s iShares MBS ETF MBB Stock Holding History

Lido 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 		$1.34M Sell
14,125
-483
-3% -$45.7K ﹤0.01% 959
2026
Q1 		$1.39M Buy
14,608
+4,822
+49% +$461K ﹤0.01% 831
2025
Q4 		$932K Buy
9,786
+441
+5% +$42.1K ﹤0.01% 1039
2025
Q3 		$889K Sell
9,345
-5,728
-38% -$538K ﹤0.01% 996
2025
Q2 		$1.42M Buy
15,073
+751
+5% +$69.6K 0.01% 708
2025
Q1 		$1.34M Sell
14,322
-5,973
-29% -$552K 0.01% 656
2024
Q4 		$1.86M Sell
20,295
-992
-5% -$92.4K 0.01% 536
2024
Q3 		$2.04M Buy
21,287
+250
+1% +$23.6K 0.01% 459
2024
Q2 		$1.93M Buy
21,037
+8,587
+69% +$782K 0.01% 461
2024
Q1 		$1.15M Buy
12,450
+8,398
+207% +$777K 0.01% 596
2023
Q4 		$381K Sell
4,052
-434
-10% -$38.9K ﹤0.01% 943
2023
Q3 		$398K Sell
4,486
-1,222
-21% -$112K ﹤0.01% 818
2023
Q2 		$532K Sell
5,708
-196
-3% -$18.4K ﹤0.01% 713
2023
Q1 		$559K Buy
5,904
+32
+0.5% +$3.02K 0.01% 630
2022
Q4 		$545K Buy
5,872
+590
+11% +$54.4K 0.01% 563
2022
Q3 		$483K Sell
5,282
-1,334
-20% -$129K 0.01% 562
2022
Q2 		$645K Sell
6,616
-2,031
-23% -$199K 0.01% 457
2022
Q1 		$880K Buy
8,647
+515
+6% +$53.7K 0.01% 428
2021
Q4 		$873K Sell
8,132
-2,681
-25% -$289K 0.01% 446
2021
Q3 		$1.17M Sell
10,813
-997
-8% -$108K 0.02% 368
2021
Q2 		$1.28M Buy
11,810
+1,453
+14% +$158K 0.02% 332
2021
Q1 		$1.12M Buy
10,357
+2,623
+34% +$287K 0.02% 312
2020
Q4 		$851K Sell
7,734
-487
-6% -$53.6K 0.02% 350
2020
Q3 		$908K Sell
8,221
-37,022
-82% -$4.09M 0.02% 277
2020
Q2 		$5.01M Buy
45,243
+36,845
+439% +$4.08M 0.15% 91
2020
Q1 		$928K Sell
8,398
-4,132
-33% -$450K 0.04% 238
2019
Q4 		$1.35M Buy
+12,530
New +$1.35M 0.05% 217

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

Lido Advisors's MBB Position: Q2 2026 in Review

Lido Advisors reduced its iShares MBS ETF (MBB) stake by 3.3% in Q2 2026, selling an estimated $45.7K and leaving 14,125 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Lido Advisors first reported a position in MBB in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.01M in Q2 2020. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Lido Advisors held 14,125 shares of iShares MBS ETF worth $1.34M as of Q2 2026.
  • Lido Advisors sold 483 iShares MBS ETF shares in Q2 2026, an estimated $45.7K.
  • iShares MBS ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #959 holding.
  • Lido Advisors first reported a position in iShares MBS ETF in Q4 2019 and has held it in 27 quarters since.
  • Lido Advisors's iShares MBS ETF position peaked at $5.01M in Q2 2020.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.