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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Novus Advisors's MBB Position: Q2 2026 in Review

Novus Advisors increased its iShares MBS ETF (MBB) stake by 0.36% in Q2 2026, buying an estimated $1.7K and bringing the position to 4,994 shares worth $472K. The position accounts for 0.98% of the portfolio, ranked #30.

Novus Advisors first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $528K in Q1 2025. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Novus Advisors held 4,994 shares of iShares MBS ETF worth $472K as of Q2 2026.
  • Novus Advisors bought 18 iShares MBS ETF shares in Q2 2026, an estimated $1.7K.
  • iShares MBS ETF made up 0.98% of Novus Advisors's portfolio in Q2 2026, its #30 holding.
  • Novus Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Novus Advisors's iShares MBS ETF position peaked at $528K in Q1 2025.
  • 495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.