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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mount Yale Investment Advisors's MBB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares MBS ETF (MBB) stake by 153% in Q1 2026, buying an estimated $5.81M and bringing the position to 100,537 shares worth $9.55M. The position accounts for 0.22% of the portfolio, ranked #98.

Mount Yale Investment Advisors first reported a position in MBB in Q4 2020 and has held it in 22 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Mount Yale Investment Advisors held 100,537 shares of iShares MBS ETF worth $9.55M as of Q1 2026.
  • Mount Yale Investment Advisors bought 60,794 iShares MBS ETF shares in Q1 2026, an estimated $5.81M.
  • iShares MBS ETF made up 0.22% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #98 holding.
  • Mount Yale Investment Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.