My Legacy Advisors’s iShares MBS ETF MBB Stock Holding History

My Legacy 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
2025 Q2	$2.83M	Buy	30,313 +3,605	+13%	+$334K	1.01%	25
2025 Q1	$2.5M	Sell	26,708 -3,372	-11%	-$312K	0.97%	24
2024 Q4	$2.75M	Buy	30,080 +1,428	+5%	+$133K	1.07%	20
2024 Q3	$2.75M	Sell	28,652 -11,777	-29%	-$1.11M	1.08%	21
2024 Q2	$3.71M	Buy	40,429 +6,197	+18%	+$564K	1.19%	19
2024 Q1	$3.16M	Buy	34,232 +4,709	+16%	+$436K	1.06%	19
2023 Q4	$2.77M	Buy	29,523 +2,148	+8%	+$193K	1%	20
2023 Q3	$2.35M	Buy	27,375 +300	+1%	+$27.4K	0.96%	24
2023 Q2	$2.54M	Buy	27,075 +5,513	+26%	+$519K	1%	20
2023 Q1	$2.04M	Buy	21,562 +2,775	+15%	+$262K	0.87%	24
2022 Q4	$1.8M	Buy	+18,787	New	+$1.73M	0.77%	29

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

My Legacy Advisors's MBB Position: Q2 2025 in Review

My Legacy Advisors increased its iShares MBS ETF (MBB) stake by 13% in Q2 2025, buying an estimated $334K and bringing the position to 30,313 shares worth $2.83M. The position accounts for 1.01% of the portfolio, ranked #25.

My Legacy Advisors first reported a position in MBB in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.71M in Q2 2024. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

My Legacy Advisors held 30,313 shares of iShares MBS ETF worth $2.83M as of Q2 2025.
My Legacy Advisors bought 3,605 iShares MBS ETF shares in Q2 2025, an estimated $334K.
iShares MBS ETF made up 1.01% of My Legacy Advisors's portfolio in Q2 2025, its #25 holding.
My Legacy Advisors first reported a position in iShares MBS ETF in Q4 2022 and has held it in 11 quarters since.
My Legacy Advisors's iShares MBS ETF position peaked at $3.71M in Q2 2024.
936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.