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LiftPoint Family Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

LiftPoint Family 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 		$256K Buy
2,704
+323
+14% +$30.5K 0.17% 58
2026
Q1 		$226K Buy
2,381
+40
+2% +$3.82K 0.19% 50
2025
Q4 		$223K Buy
+2,341
New +$223K 0.19% 50

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 22.9% 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
TIAA Wealth Investment Management
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
TIAA-CREF Individual & Institutional Services
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

LiftPoint Family Wealth Advisors's MBB Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors increased its iShares MBS ETF (MBB) stake by 14% in Q2 2026, buying an estimated $30.5K and bringing the position to 2,704 shares worth $256K. The position accounts for 0.17% of the portfolio, ranked #58.

LiftPoint Family Wealth Advisors first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • LiftPoint Family Wealth Advisors held 2,704 shares of iShares MBS ETF worth $256K as of Q2 2026.
  • LiftPoint Family Wealth Advisors bought 323 iShares MBS ETF shares in Q2 2026, an estimated $30.5K.
  • iShares MBS ETF made up 0.17% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • LiftPoint Family Wealth Advisors first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.