MMBG Investment Advisors’s iShares MBS ETF MBB Stock Holding History

MMBG Investment 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	$336K	Hold	3,551	–	–	0.03%	159
2026 Q1	$337K	Hold	3,551	–	–	0.03%	151
2025 Q4	$338K	Hold	3,551	–	–	0.03%	158
2025 Q3	$338K	Hold	3,551	–	–	0.03%	163
2025 Q2	$333K	Hold	3,551	–	–	0.03%	155
2025 Q1	$333K	Hold	3,551	–	–	0.04%	148
2024 Q4	$326K	Hold	3,551	–	–	0.03%	145
2024 Q3	$340K	Buy	+3,551	New	+$336K	0.04%	143

Other funds holding MBB

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MMBG Investment Advisors's MBB Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares MBS ETF (MBB) position steady in Q2 2026 at 3,551 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #159.

MMBG Investment Advisors first reported a position in MBB in Q3 2024 and has held it in 8 quarters since. The position peaked at $340K in Q3 2024. 776 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

MMBG Investment Advisors held 3,551 shares of iShares MBS ETF worth $336K as of Q2 2026.
MMBG Investment Advisors left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up 0.03% of MMBG Investment Advisors's portfolio in Q2 2026, its #159 holding.
MMBG Investment Advisors first reported a position in iShares MBS ETF in Q3 2024 and has held it in 8 quarters since.
MMBG Investment Advisors's iShares MBS ETF position peaked at $340K in Q3 2024.
776 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.