Novus Advisors’s iShares MBS ETF MBB Stock Holding History

Novus 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 Q3	$464K	Buy	5,182 +188	+4%	+$17.4K	0.97%	30
2026 Q2	$472K	Buy	4,994 +18	+0.4%	+$1.7K	0.98%	30
2026 Q1	$472K	Buy	4,976 +181	+4%	+$17.3K	1.06%	30
2025 Q4	$457K	Sell	4,795 -151	-3%	-$14.4K	1.02%	28
2025 Q3	$471K	Sell	4,946 -415	-8%	-$39K	1.08%	26
2025 Q2	$503K	Sell	5,361 -272	-5%	-$25.2K	0.77%	41
2025 Q1	$528K	Buy	5,633 +199	+4%	+$18.4K	0.53%	52
2024 Q4	$498K	Buy	+5,434	New	+$506K	0.5%	52

Other funds holding MBB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Novus Advisors's MBB Position: Q3 2026 in Review

Novus Advisors increased its iShares MBS ETF (MBB) stake by 3.8% in Q3 2026, buying an estimated $17.4K and bringing the position to 5,182 shares worth $464K. The position accounts for 0.97% of the portfolio, ranked #30.

Novus Advisors first reported a position in MBB in Q4 2024 and has held it in 8 quarters since. The position peaked at $528K in Q1 2025. 734 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Novus Advisors held 5,182 shares of iShares MBS ETF worth $464K as of Q3 2026.
Novus Advisors bought 188 iShares MBS ETF shares in Q3 2026, an estimated $17.4K.
iShares MBS ETF made up 0.97% of Novus Advisors's portfolio in Q3 2026, its #30 holding.
Novus Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 8 quarters since.
Novus Advisors's iShares MBS ETF position peaked at $528K in Q1 2025.
734 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Novus Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.