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

Midland 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 		$238M Buy
2,518,894
+44,850
+2% +$4.24M 11.19% 2
2026
Q1 		$235M Sell
2,474,044
-290,661
-11% -$27.8M 12.11% 2
2025
Q4 		$263M Buy
2,764,705
+110,222
+4% +$10.5M 13.7% 2
2025
Q3 		$253M Buy
2,654,483
+797,198
+43% +$74.9M 13.51% 2
2025
Q2 		$174M Buy
1,857,285
+31,968
+2% +$2.96M 9.64% 3
2025
Q1 		$171M Buy
1,825,317
+490,393
+37% +$45.4M 10.08% 2
2024
Q4 		$122M Sell
1,334,924
-3,324
-0.2% -$310K 7.37% 5
2024
Q3 		$128M Sell
1,338,248
-440,091
-25% -$41.6M 7.52% 5
2024
Q2 		$163M Buy
1,778,339
+51,205
+3% +$4.66M 9.68% 3
2024
Q1 		$160M Buy
1,727,134
+117,214
+7% +$10.8M 9.83% 3
2023
Q4 		$151M Buy
+1,609,920
New +$144M 10.37% 3

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 22.96% 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
TWIM
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
TCIIS
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

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

Midland Wealth Advisors increased its iShares MBS ETF (MBB) stake by 1.8% in Q2 2026, buying an estimated $4.24M and bringing the position to 2,518,894 shares worth $238M. The position accounts for 11.19% of the portfolio, ranked #2.

Midland Wealth Advisors first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $263M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Midland Wealth Advisors held 2,518,894 shares of iShares MBS ETF worth $238M as of Q2 2026.
  • Midland Wealth Advisors bought 44,850 iShares MBS ETF shares in Q2 2026, an estimated $4.24M.
  • iShares MBS ETF made up 11.19% of Midland Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Midland Wealth Advisors first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's iShares MBS ETF position peaked at $263M in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.