Lloyd Advisory Services’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$298K Buy
3,151
+451
+17% +$42.6K 0.12% 92
2026
Q1
$256K Buy
2,700
+1,218
+82% +$116K 0.07% 132
2025
Q4
$141K Buy
+1,482
New +$141K 0.05% 147
2024
Q3
Sell
-2,328
Closed -$214K 106
2024
Q2
$214K Buy
+2,328
New +$212K 0.1% 87
2022
Q1
Sell
-5,777
Closed -$621K 639
2021
Q4
$621K Buy
+5,777
New +$622K 0.29% 41
2020
Q1
Sell
-166
Closed -$18K 355
2019
Q4
$18K Buy
+166
New +$17.9K 0.02% 194

Other funds holding MBB

Lloyd Advisory Services's MBB Position: Q2 2026 in Review

Lloyd Advisory Services increased its iShares MBS ETF (MBB) stake by 17% in Q2 2026, buying an estimated $42.6K and bringing the position to 3,151 shares worth $298K. The position accounts for 0.12% of the portfolio, ranked #92.

Lloyd Advisory Services first reported a position in MBB in Q4 2019 and has held it in 6 quarters since. The position peaked at $621K in Q4 2021. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Lloyd Advisory Services held 3,151 shares of iShares MBS ETF worth $298K as of Q2 2026.
  • Lloyd Advisory Services bought 451 iShares MBS ETF shares in Q2 2026, an estimated $42.6K.
  • iShares MBS ETF made up 0.12% of Lloyd Advisory Services's portfolio in Q2 2026, its #92 holding.
  • Lloyd Advisory Services first reported a position in iShares MBS ETF in Q4 2019 and has held it in 6 quarters since.
  • Lloyd Advisory Services's iShares MBS ETF position peaked at $621K in Q4 2021.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.