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Mount Yale Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Mount Yale 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 		$7.52M Sell
79,532
-21,005
-21% -$1.99M 0.14% 169
2026
Q1 		$9.55M Buy
100,537
+60,794
+153% +$5.81M 0.22% 98
2025
Q4 		$3.78M Buy
39,743
+6,750
+20% +$644K 0.18% 121
2025
Q3 		$3.14M Buy
32,993
+8,660
+36% +$814K 0.22% 105
2025
Q2 		$2.28M Buy
24,333
+3,760
+18% +$348K 0.18% 116
2025
Q1 		$1.93M Sell
20,573
-5,958
-22% -$551K 0.17% 120
2024
Q4 		$2.43M Sell
26,531
-676
-2% -$62.9K 0.2% 102
2024
Q3 		$2.61M Sell
27,207
-1,422
-5% -$134K 0.25% 94
2024
Q2 		$2.63M Buy
28,629
+3,519
+14% +$321K 0.21% 101
2024
Q1 		$2.32M Sell
25,110
-26,370
-51% -$2.44M 0.18% 115
2023
Q4 		$4.84M Buy
51,480
+31,063
+152% +$2.79M 0.46% 42
2023
Q3 		$1.81M Sell
20,417
-4,814
-19% -$440K 0.2% 118
2023
Q2 		$2.35M Buy
25,231
+2,840
+13% +$267K 0.25% 93
2023
Q1 		$2.12M Sell
22,391
-71,252
-76% -$6.73M 0.24% 102
2022
Q4 		$8.69M Buy
93,643
+86,490
+1,209% +$7.98M 0.99% 10
2022
Q3 		$655K Sell
7,153
-208
-3% -$20.2K 0.09% 233
2022
Q2 		$718K Buy
7,361
+514
+8% +$50.4K 0.09% 227
2022
Q1 		$697K Buy
6,847
+185
+3% +$19.3K 0.08% 252
2021
Q4 		$716K Buy
6,662
+721
+12% +$77.6K 0.07% 248
2021
Q3 		$642K Buy
5,941
+832
+16% +$90.2K 0.07% 238
2021
Q2 		$553K Sell
5,109
-772
-13% -$83.7K 0.07% 258
2021
Q1 		$638K Sell
5,881
-1,712
-23% -$188K 0.08% 232
2020
Q4 		$836K Buy
+7,593
New +$836K 0.12% 190

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

Mount Yale Investment Advisors's MBB Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares MBS ETF (MBB) stake by 21% in Q2 2026, selling an estimated $1.99M and leaving 79,532 shares worth $7.52M. The position accounts for 0.14% of the portfolio, ranked #169.

Mount Yale Investment Advisors first reported a position in MBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.55M in Q1 2026. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Mount Yale Investment Advisors held 79,532 shares of iShares MBS ETF worth $7.52M as of Q2 2026.
  • Mount Yale Investment Advisors sold 21,005 iShares MBS ETF shares in Q2 2026, an estimated $1.99M.
  • iShares MBS ETF made up 0.14% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #169 holding.
  • Mount Yale Investment Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 23 quarters since.
  • Mount Yale Investment Advisors's iShares MBS ETF position peaked at $9.55M in Q1 2026.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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