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Paces Ferry Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Paces Ferry 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 		$242K Buy
2,560
+170
+7% +$16.1K 0.09% 120
2026
Q1 		$227K Buy
2,390
+25
+1% +$2.39K 0.09% 118
2025
Q4 		$225K Buy
+2,365
New +$226K 0.09% 119
2025
Q2 		– Sell
-2,308
Closed -$216K – 124
2025
Q1 		$216K Buy
2,308
+119
+5% +$11K 0.11% 113
2024
Q4 		$201K Buy
+2,189
New +$204K 0.1% 127

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

Paces Ferry Wealth Advisors's MBB Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its iShares MBS ETF (MBB) stake by 7.1% in Q2 2026, buying an estimated $16.1K and bringing the position to 2,560 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #120.

Paces Ferry Wealth Advisors first reported a position in MBB in Q4 2024 and has held it in 5 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Paces Ferry Wealth Advisors held 2,560 shares of iShares MBS ETF worth $242K as of Q2 2026.
  • Paces Ferry Wealth Advisors bought 170 iShares MBS ETF shares in Q2 2026, an estimated $16.1K.
  • iShares MBS ETF made up 0.09% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Paces Ferry Wealth Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.