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

Medallion 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	$21.5K	Sell	227 -10	-4%	-$946	0.01%	620
2026 Q1	$22.5K	Buy	237 +1	+0.4%	+$96	0.01%	636
2025 Q4	$22.5K	Hold	236	–	–	0.01%	619
2025 Q3	$22.4K	Buy	236 +1	+0.4%	+$94	0.01%	612
2025 Q2	$22K	Sell	235 -10	-4%	-$927	0.01%	603
2025 Q1	$23K	Buy	245 +2	+0.8%	+$185	0.01%	553
2024 Q4	$22.3K	Buy	+243	New	+$22.6K	0.01%	546

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

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

Medallion Wealth Advisors reduced its iShares MBS ETF (MBB) stake by 4.2% in Q2 2026, selling an estimated $946 and leaving 227 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #620.

Medallion Wealth Advisors first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $23K in Q1 2025. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Medallion Wealth Advisors held 227 shares of iShares MBS ETF worth $21.5K as of Q2 2026.
Medallion Wealth Advisors sold 10 iShares MBS ETF shares in Q2 2026, an estimated $946.
iShares MBS ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #620 holding.
Medallion Wealth Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares MBS ETF position peaked at $23K in Q1 2025.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.