MCF Advisors’s iShares MBS ETF MBB Stock Holding History

MCF 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	$25.1K	Buy	266 +39	+17%	+$3.69K	﹤0.01%	839
2026 Q1	$21.6K	Hold	227	–	–	﹤0.01%	800
2025 Q4	$21.6K	Hold	227	–	–	﹤0.01%	680
2025 Q3	$21.6K	Hold	227	–	–	﹤0.01%	574
2025 Q2	$21.3K	Sell	227 -50	-18%	-$4.63K	﹤0.01%	551
2025 Q1	$26K	Hold	277	–	–	﹤0.01%	496
2024 Q4	$25.4K	Buy	277 +20	+8%	+$1.86K	﹤0.01%	513
2024 Q3	$24.6K	Sell	257 -3	-1%	-$284	﹤0.01%	506
2024 Q2	$23.9K	Sell	260 -1	-0.4%	-$91	﹤0.01%	502
2024 Q1	$24.1K	Sell	261 -1	-0.4%	-$92	﹤0.01%	499
2023 Q4	$24.6K	Sell	262 -2	-0.8%	-$179	﹤0.01%	475
2023 Q3	$23.4K	Sell	264 -23	-8%	-$2.1K	﹤0.01%	464
2023 Q2	$26.8K	Buy	287 +48	+20%	+$4.51K	﹤0.01%	437
2023 Q1	$22.6K	Sell	239 -2	-0.8%	-$189	﹤0.01%	459
2022 Q4	$22.4K	Buy	241 +130	+117%	+$12K	﹤0.01%	435
2022 Q3	$10K	Sell	111 -1,073	-91%	-$104K	﹤0.01%	553
2022 Q2	$115K	Hold	1,184	–	–	0.01%	235
2022 Q1	$121K	Buy	+1,184	New	+$124K	0.01%	240
2020 Q3	–	Sell	-203	Closed	-$22K	–	488
2020 Q2	$22K	Buy	+203	New	+$22.5K	﹤0.01%	298
2020 Q1	–	Sell	-290	Closed	-$31K	–	473
2019 Q4	$31K	Hold	290	–	–	﹤0.01%	293
2019 Q3	$31K	Hold	290	–	–	0.01%	280
2019 Q2	$31K	Buy	+290	New	+$30.9K	0.01%	274

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

MCF Advisors's MBB Position: Q2 2026 in Review

MCF Advisors increased its iShares MBS ETF (MBB) stake by 17% in Q2 2026, buying an estimated $3.69K and bringing the position to 266 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

MCF Advisors first reported a position in MBB in Q2 2019 and has held it in 22 quarters since. The position peaked at $121K in Q1 2022. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

MCF Advisors held 266 shares of iShares MBS ETF worth $25.1K as of Q2 2026.
MCF Advisors bought 39 iShares MBS ETF shares in Q2 2026, an estimated $3.69K.
iShares MBS ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #839 holding.
MCF Advisors first reported a position in iShares MBS ETF in Q2 2019 and has held it in 22 quarters since.
MCF Advisors's iShares MBS ETF position peaked at $121K in Q1 2022.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.