Natural Investments’s iShares MBS ETF MBB Stock Holding History

Natural Investments’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	–	Sell	-2,255	Closed	-$214K	–	308
2026 Q1	$214K	Sell	2,255 -3,317	-60%	-$317K	0.05%	265
2025 Q4	$530K	Buy	+5,572	New	+$531K	0.13%	149
2025 Q3	–	Sell	-7,273	Closed	-$682K	–	268
2025 Q2	$682K	Sell	7,273 -2,322	-24%	-$215K	0.18%	116
2025 Q1	$899K	Buy	9,595 +196	+2%	+$18.1K	0.25%	91
2024 Q4	$861K	Buy	+9,399	New	+$875K	0.24%	100

Other funds holding MBB

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Natural Investments's MBB Position: Q2 2026 in Review

Natural Investments sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 2,255 shares — an estimated $214K sold.

Natural Investments first reported a position in MBB in Q4 2024 and held it in 5 quarters. The position peaked at $899K in Q1 2025. 680 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Natural Investments reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
Natural Investments sold 2,255 iShares MBS ETF shares in Q2 2026, an estimated $214K.
Natural Investments first reported a position in iShares MBS ETF in Q4 2024 and held it in 5 quarters.
Natural Investments's iShares MBS ETF position peaked at $899K in Q1 2025.
680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.