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Perennial Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Perennial Investment 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 		$871K Buy
9,213
+322
+4% +$30.5K 0.06% 235
2026
Q1 		$844K Sell
8,891
-564
-6% -$53.9K 0.07% 213
2025
Q4 		$900K Sell
9,455
-603
-6% -$57.5K 0.07% 200
2025
Q3 		$957K Sell
10,058
-596
-6% -$56K 0.08% 189
2025
Q2 		$1M Sell
10,654
-1,096
-9% -$102K 0.1% 177
2025
Q1 		$1.1M Buy
11,750
+103
+0.9% +$9.53K 0.12% 149
2024
Q4 		$1.07M Sell
11,647
-1,692
-13% -$158K 0.13% 139
2024
Q3 		$1.28M Sell
13,339
-1,453
-10% -$137K 0.17% 100
2024
Q2 		$1.36M Buy
14,792
+6,364
+76% +$580K 0.19% 87
2024
Q1 		$779K Buy
8,428
+1,486
+21% +$137K 0.12% 144
2023
Q4 		$653K Sell
6,942
-53
-0.8% -$4.75K 0.11% 157
2023
Q3 		$621K Sell
6,995
-1,530
-18% -$140K 0.11% 150
2023
Q2 		$795K Buy
8,525
+810
+10% +$76.2K 0.14% 126
2023
Q1 		$731K Buy
7,715
+4,729
+158% +$447K 0.14% 130
2022
Q4 		$277K Buy
+2,986
New +$275K 0.11% 156
2021
Q1 		– Sell
-2,229
Closed -$245K – 211
2020
Q4 		$245K Buy
+2,229
New +$245K 0.1% 135

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

Perennial Investment Advisors's MBB Position: Q2 2026 in Review

Perennial Investment Advisors increased its iShares MBS ETF (MBB) stake by 3.6% in Q2 2026, buying an estimated $30.5K and bringing the position to 9,213 shares worth $871K. The position accounts for 0.06% of the portfolio, ranked #235.

Perennial Investment Advisors first reported a position in MBB in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.36M in Q2 2024. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Perennial Investment Advisors held 9,213 shares of iShares MBS ETF worth $871K as of Q2 2026.
  • Perennial Investment Advisors bought 322 iShares MBS ETF shares in Q2 2026, an estimated $30.5K.
  • iShares MBS ETF made up 0.06% of Perennial Investment Advisors's portfolio in Q2 2026, its #235 holding.
  • Perennial Investment Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 16 quarters since.
  • Perennial Investment Advisors's iShares MBS ETF position peaked at $1.36M in Q2 2024.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.