MSH Capital Advisors’s iShares MBS ETF MBB Stock Holding History

MSH Capital 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	$1.27M	Buy	13,474 +98	+0.7%	+$9.27K	0.22%	104
2026 Q1	$1.27M	Sell	13,376 -452	-3%	-$43.2K	0.27%	98
2025 Q4	$1.32M	Buy	13,828 +1,864	+16%	+$178K	0.28%	95
2025 Q3	$1.14M	Buy	11,964 +2,180	+22%	+$205K	0.31%	88
2025 Q2	$919K	Buy	9,784 +2,622	+37%	+$243K	0.26%	105
2025 Q1	$672K	Buy	7,162 +3,728	+109%	+$345K	0.21%	116
2024 Q4	$315K	Buy	3,434 +248	+8%	+$23.1K	0.1%	182
2024 Q3	$305K	Buy	3,186 +968	+44%	+$91.5K	0.09%	192
2024 Q2	$204K	Buy	+2,218	New	+$202K	0.07%	217
2023 Q4	–	Sell	-4,137	Closed	-$367K	–	223
2023 Q3	$367K	Sell	4,137 -611	-13%	-$55.8K	0.14%	153
2023 Q2	$443K	Buy	4,748 +784	+20%	+$73.7K	0.16%	138
2023 Q1	$376K	Buy	3,964 +1,031	+35%	+$97.4K	0.16%	140
2022 Q4	$272K	Buy	+2,933	New	+$271K	0.12%	162
2022 Q1	–	Sell	-2,199	Closed	-$236K	–	200
2021 Q4	$236K	Buy	+2,199	New	+$237K	0.11%	163

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

MSH Capital Advisors's MBB Position: Q2 2026 in Review

MSH Capital Advisors increased its iShares MBS ETF (MBB) stake by 0.73% in Q2 2026, buying an estimated $9.27K and bringing the position to 13,474 shares worth $1.27M. The position accounts for 0.22% of the portfolio, ranked #104.

MSH Capital Advisors first reported a position in MBB in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.32M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

MSH Capital Advisors held 13,474 shares of iShares MBS ETF worth $1.27M as of Q2 2026.
MSH Capital Advisors bought 98 iShares MBS ETF shares in Q2 2026, an estimated $9.27K.
iShares MBS ETF made up 0.22% of MSH Capital Advisors's portfolio in Q2 2026, its #104 holding.
MSH Capital Advisors first reported a position in iShares MBS ETF in Q4 2021 and has held it in 14 quarters since.
MSH Capital Advisors's iShares MBS ETF position peaked at $1.32M in Q4 2025.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.