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Pacific Excel Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Pacific Excel 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 		$708K Buy
+7,494
New +$709K 0.27% 81

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 22.9% 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

Pacific Excel Wealth Advisors's MBB Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares MBS ETF (MBB) in Q2 2026: 7,494 shares worth $708K. The stake represents 0.27% of the portfolio and ranks #81 among its holdings.

1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Pacific Excel Wealth Advisors held 7,494 shares of iShares MBS ETF worth $708K as of Q2 2026.
  • iShares MBS ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • iShares MBS ETF made up 0.27% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.