Optivise Advisory Services’s iShares MBS ETF MBB Stock Holding History

Optivise Advisory Services’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	$980K	Buy	10,369 +144	+1%	+$13.6K	0.5%	56
2026 Q1	$971K	Sell	10,225 -1,558	-13%	-$149K	0.59%	44
2025 Q4	$1.12M	Sell	11,783 -1,875	-14%	-$179K	0.65%	44
2025 Q3	$1.3M	Sell	13,658 -2,640	-16%	-$248K	0.77%	38
2025 Q2	$1.53M	Buy	16,298 +2,591	+19%	+$240K	0.78%	31
2025 Q1	$1.29M	Sell	13,707 -854	-6%	-$79K	0.72%	31
2024 Q4	$1.33M	Sell	14,561 -458	-3%	-$42.6K	0.72%	37
2024 Q3	$1.44M	Sell	15,019 -308	-2%	-$29.1K	0.76%	34
2024 Q2	$1.41M	Buy	+15,327	New	+$1.4M	0.76%	36

Other funds holding MBB

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 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 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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Optivise Advisory Services's MBB Position: Q2 2026 in Review

Optivise Advisory Services increased its iShares MBS ETF (MBB) stake by 1.4% in Q2 2026, buying an estimated $13.6K and bringing the position to 10,369 shares worth $980K. The position accounts for 0.5% of the portfolio, ranked #56.

Optivise Advisory Services first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q2 2025. 362 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Optivise Advisory Services held 10,369 shares of iShares MBS ETF worth $980K as of Q2 2026.
Optivise Advisory Services bought 144 iShares MBS ETF shares in Q2 2026, an estimated $13.6K.
iShares MBS ETF made up 0.5% of Optivise Advisory Services's portfolio in Q2 2026, its #56 holding.
Optivise Advisory Services first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's iShares MBS ETF position peaked at $1.53M in Q2 2025.
362 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.