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

Mayflower 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 		$5.55M Buy
58,730
+3,679
+7% +$348K 0.48% 53
2026
Q1 		$5.23M Buy
55,051
+3,537
+7% +$338K 0.63% 36
2025
Q4 		$4.91M Buy
51,514
+3,858
+8% +$368K 0.59% 41
2025
Q3 		$4.53M Buy
47,656
+4,450
+10% +$418K 0.57% 42
2025
Q2 		$4.06M Buy
43,206
+5,684
+15% +$527K 0.56% 47
2025
Q1 		$3.52M Sell
37,522
-6,347
-14% -$587K 0.53% 48
2024
Q4 		$4.02M Buy
43,869
+4,779
+12% +$445K 0.6% 40
2024
Q3 		$3.75M Buy
39,090
+3,080
+9% +$291K 0.56% 44
2024
Q2 		$3.31M Buy
36,010
+6,201
+21% +$565K 0.54% 44
2024
Q1 		$2.75M Buy
29,809
+3,545
+13% +$328K 0.46% 58
2023
Q4 		$2.47M Sell
26,264
-133
-0.5% -$11.9K 0.34% 67
2023
Q3 		$2.34M Sell
26,397
-13,228
-33% -$1.21M 0.35% 63
2023
Q2 		$3.7M Sell
39,625
-5,802
-13% -$546K 0.48% 50
2023
Q1 		$4.3M Buy
45,427
+15,502
+52% +$1.46M 0.57% 43
2022
Q4 		$2.78M Buy
+29,925
New +$2.76M 0.39% 58

Other funds holding MBB

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

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

Mayflower Financial Advisors increased its iShares MBS ETF (MBB) stake by 6.7% in Q2 2026, buying an estimated $348K and bringing the position to 58,730 shares worth $5.55M. The position accounts for 0.48% of the portfolio, ranked #53.

Mayflower Financial Advisors first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. 375 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Mayflower Financial Advisors held 58,730 shares of iShares MBS ETF worth $5.55M as of Q2 2026.
  • Mayflower Financial Advisors bought 3,679 iShares MBS ETF shares in Q2 2026, an estimated $348K.
  • iShares MBS ETF made up 0.48% of Mayflower Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Mayflower Financial Advisors first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
  • 375 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.