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Mutual Advisors’s iShares MBS ETF MBB Stock Holding History

Mutual 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 		$3.47M Sell
36,501
-2,236
-6% -$214K 0.07% 256
2025
Q4 		$3.69M Buy
38,737
+514
+1% +$49K 0.08% 234
2025
Q3 		$3.66M Buy
38,223
+1,078
+3% +$101K 0.08% 234
2025
Q2 		$3.46M Sell
37,145
-701
-2% -$65K 0.09% 222
2025
Q1 		$3.53M Sell
37,846
-924
-2% -$85.5K 0.1% 195
2024
Q4 		$3.55M Sell
38,770
-1,826
-4% -$170K 0.1% 183
2024
Q3 		$3.79M Buy
40,596
+2,200
+6% +$208K 0.11% 168
2024
Q2 		$3.58M Buy
38,396
+973
+3% +$88.6K 0.11% 176
2024
Q1 		$3.46M Buy
37,423
+2,358
+7% +$218K 0.11% 172
2023
Q4 		$3.3M Sell
35,065
-1,922
-5% -$172K 0.11% 181
2023
Q3 		$3.28M Sell
36,987
-7,999
-18% -$731K 0.13% 161
2023
Q2 		$4.2M Sell
44,986
-4,995
-10% -$470K 0.16% 124
2023
Q1 		$4.73M Buy
49,981
+15,307
+44% +$1.45M 0.19% 104
2022
Q4 		$3.22M Buy
34,674
+19,197
+124% +$1.77M 0.14% 150
2022
Q3 		$1.42M Buy
15,477
+4,849
+46% +$470K 0.07% 276
2022
Q2 		$1.04M Sell
10,628
-4,822
-31% -$473K 0.07% 329
2022
Q1 		$1.57M Sell
15,450
-3,613
-19% -$377K 0.09% 259
2021
Q4 		$2.05M Sell
19,063
-3,928
-17% -$423K 0.11% 223
2021
Q3 		$2.49M Buy
22,991
+3,456
+18% +$375K 0.15% 175
2021
Q2 		$2.11M Sell
19,535
-618
-3% -$67K 0.13% 209
2021
Q1 		$2.19M Buy
20,153
+3,220
+19% +$353K 0.15% 169
2020
Q4 		$1.86M Buy
16,933
+1,716
+11% +$189K 0.14% 181
2020
Q3 		$1.68M Sell
15,217
-1,786
-11% -$197K 0.15% 166
2020
Q2 		$1.88M Buy
17,003
+8,628
+103% +$955K 0.18% 138
2020
Q1 		$925K Buy
8,375
+866
+12% +$94.2K 0.13% 186
2019
Q4 		$811K Buy
7,509
+1,601
+27% +$173K 0.09% 260
2019
Q3 		$640K Buy
5,908
+1,232
+26% +$133K 0.08% 267
2019
Q2 		$503K Sell
4,676
-13,288
-74% -$1.41M 0.07% 332
2019
Q1 		$1.91M Buy
+17,964
New +$1.89M 0.28% 84

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 $374B AUM 17.66% 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 $74.2B AUM 21.09% 1-Year Est. Return

Mutual Advisors's MBB Position: Q1 2026 in Review

Mutual Advisors reduced its iShares MBS ETF (MBB) stake by 5.8% in Q1 2026, selling an estimated $214K and leaving 36,501 shares worth $3.47M. The position accounts for 0.07% of the portfolio, ranked #256.

Mutual Advisors first reported a position in MBB in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.73M in Q1 2023. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Mutual Advisors held 36,501 shares of iShares MBS ETF worth $3.47M as of Q1 2026.
  • Mutual Advisors sold 2,236 iShares MBS ETF shares in Q1 2026, an estimated $214K.
  • iShares MBS ETF made up 0.07% of Mutual Advisors's portfolio in Q1 2026, its #256 holding.
  • Mutual Advisors first reported a position in iShares MBS ETF in Q1 2019 and has held it in 29 quarters since.
  • Mutual Advisors's iShares MBS ETF position peaked at $4.73M in Q1 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.