OneDigital Investment Advisors’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $179M | Buy |
1,892,523
+113,927
| +6% | +$10.8M | 1.51% | 8 |
|
|
2026
Q1 | $169M | Buy |
1,778,596
+142,822
| +9% | +$13.6M | 1.65% | 8 |
|
|
2025
Q4 | $156M | Buy |
1,635,774
+51,945
| +3% | +$4.95M | 1.53% | 13 |
|
|
2025
Q3 | $151M | Buy |
1,583,829
+39,920
| +3% | +$3.75M | 1.55% | 11 |
|
|
2025
Q2 | $145M | Sell |
1,543,909
-2,629
| -0.2% | -$244K | 1.61% | 10 |
|
|
2025
Q1 | $145M | Sell |
1,546,538
-138,135
| -8% | -$12.8M | 1.72% | 7 |
|
|
2024
Q4 | $154M | Buy |
1,684,673
+41,701
| +3% | +$3.88M | 1.79% | 8 |
|
|
2024
Q3 | $157M | Buy |
1,642,972
+26,932
| +2% | +$2.55M | 1.8% | 8 |
|
|
2024
Q2 | $148M | Buy |
1,616,040
+297,115
| +23% | +$27.1M | 1.85% | 6 |
|
|
2024
Q1 | $122M | Buy |
1,318,925
+107,191
| +9% | +$9.91M | 1.92% | 6 |
|
|
2023
Q4 | $114M | Buy |
1,211,734
+114,326
| +10% | +$10.3M | 2% | 5 |
|
|
2023
Q3 | $97.4M | Buy |
1,097,408
+123,509
| +13% | +$11.3M | 2.11% | 5 |
|
|
2023
Q2 | $90.8M | Buy |
973,899
+62,508
| +7% | +$5.88M | 2.01% | 9 |
|
|
2023
Q1 | $86.3M | Buy |
911,391
+560,455
| +160% | +$52.9M | 2.02% | 7 |
|
|
2022
Q4 | $32.5M | Buy |
350,936
+297,344
| +555% | +$27.4M | 0.94% | 22 |
|
|
2022
Q3 | $4.91M | Buy |
53,592
+39,984
| +294% | +$3.88M | 0.18% | 89 |
|
|
2022
Q2 | $1.33M | Buy |
13,608
+516
| +4% | +$50.6K | 0.06% | 215 |
|
|
2022
Q1 | $1.33M | Sell |
13,092
-184
| -1% | -$19.2K | 0.05% | 219 |
|
|
2021
Q4 | $1.43M | Sell |
13,276
-894
| -6% | -$96.2K | 0.05% | 221 |
|
|
2021
Q3 | $1.53M | Sell |
14,170
-567
| -4% | -$61.5K | 0.06% | 190 |
|
|
2021
Q2 | $1.59M | Buy |
14,737
+1,554
| +12% | +$168K | 0.07% | 189 |
|
|
2021
Q1 | $1.43M | Sell |
13,183
-1,036
| -7% | -$113K | 0.07% | 201 |
|
|
2020
Q4 | $1.57M | Buy |
14,219
+584
| +4% | +$64.3K | 0.08% | 171 |
|
|
2020
Q3 | $1.5M | Sell |
13,635
-1,432
| -10% | -$158K | 0.1% | 158 |
|
|
2020
Q2 | $1.67M | Buy |
15,067
+27
| +0.2% | +$2.99K | 0.12% | 154 |
|
|
2020
Q1 | $1.66M | Buy |
15,040
+4,072
| +37% | +$443K | 0.15% | 137 |
|
|
2019
Q4 | $1.19M | Buy |
10,968
+6,474
| +144% | +$699K | 0.09% | 172 |
|
|
2019
Q3 | $487K | Buy |
+4,494
| New | +$485K | 0.04% | 279 |
|
|
2018
Q4 | – | Sell |
-487
| Closed | -$50K | – | 1220 |
|
|
2018
Q3 | $50K | Buy |
+487
| New | +$50.5K | 0.01% | 410 |
|
|
2018
Q1 | – | Sell |
-181
| Closed | -$19K | – | 1357 |
|
|
2017
Q4 | $19K | Buy |
181
+1
| +0.6% | +$107 | ﹤0.01% | 827 |
|
|
2017
Q3 | $19K | Sell |
180
-383
| -68% | -$41K | 0.01% | 663 |
|
|
2017
Q2 | $60K | Buy |
+563
| New | +$60.2K | 0.02% | 423 |
|
Other funds holding MBB
TWIM
TCIIS
OneDigital Investment Advisors's MBB Position: Q2 2026 in Review
OneDigital Investment Advisors increased its iShares MBS ETF (MBB) stake by 6.4% in Q2 2026, buying an estimated $10.8M and bringing the position to 1,892,523 shares worth $179M. The position accounts for 1.51% of the portfolio, ranked #8.
OneDigital Investment Advisors first reported a position in MBB in Q2 2017 and has held it in 32 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.
- OneDigital Investment Advisors held 1,892,523 shares of iShares MBS ETF worth $179M as of Q2 2026.
- OneDigital Investment Advisors bought 113,927 iShares MBS ETF shares in Q2 2026, an estimated $10.8M.
- iShares MBS ETF made up 1.51% of OneDigital Investment Advisors's portfolio in Q2 2026, its #8 holding.
- OneDigital Investment Advisors first reported a position in iShares MBS ETF in Q2 2017 and has held it in 32 quarters since.
- 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.