Lifelong Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Lifelong Wealth 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	$2.52M	Buy	26,681 +1,987	+8%	+$188K	0.59%	27
2026 Q1	$2.34M	Buy	24,694 +1,925	+8%	+$184K	0.62%	26
2025 Q4	$2.17M	Buy	22,769 +3,087	+16%	+$294K	0.57%	26
2025 Q3	$1.87M	Buy	19,682 +1,021	+5%	+$95.9K	0.56%	24
2025 Q2	$1.75M	Buy	18,661 +172	+0.9%	+$15.9K	0.58%	24
2025 Q1	$1.73M	Sell	18,489 -2,267	-11%	-$210K	0.81%	18
2024 Q4	$1.9M	Buy	+20,756	New	+$1.93M	0.86%	18

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

Lifelong Wealth Advisors's MBB Position: Q2 2026 in Review

Lifelong Wealth Advisors increased its iShares MBS ETF (MBB) stake by 8% in Q2 2026, buying an estimated $188K and bringing the position to 26,681 shares worth $2.52M. The position accounts for 0.59% of the portfolio, ranked #27.

Lifelong Wealth Advisors first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Lifelong Wealth Advisors held 26,681 shares of iShares MBS ETF worth $2.52M as of Q2 2026.
Lifelong Wealth Advisors bought 1,987 iShares MBS ETF shares in Q2 2026, an estimated $188K.
iShares MBS ETF made up 0.59% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Lifelong Wealth Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.