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Opal Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Opal Wealth 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 		– Sell
-988
Closed -$93.8K – 426
2026
Q1 		$93.8K Buy
+988
New +$94.4K 0.02% 289
2025
Q3 		– Sell
-334
Closed -$31.4K – 395
2025
Q2 		$31.4K Sell
334
-269
-45% -$24.9K 0.01% 461
2025
Q1 		$56.5K Buy
+603
New +$55.8K 0.02% 345
2024
Q3 		– Sell
-131
Closed -$12K – 773
2024
Q2 		$12K Buy
+131
New +$11.9K ﹤0.01% 624

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Opal Wealth Advisors's MBB Position: Q2 2026 in Review

Opal Wealth Advisors sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 988 shares — an estimated $93.8K sold.

Opal Wealth Advisors first reported a position in MBB in Q2 2024 and held it in 4 quarters. The position peaked at $93.8K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Opal Wealth Advisors reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 988 iShares MBS ETF shares in Q2 2026, an estimated $93.8K.
  • Opal Wealth Advisors first reported a position in iShares MBS ETF in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's iShares MBS ETF position peaked at $93.8K in Q1 2026.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.