Pinnacle Family Advisors’s iShares MBS ETF MBB Stock Holding History

Pinnacle Family 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	$523K	Buy	5,531 +457	+9%	+$43.2K	0.22%	79
2026 Q1	$482K	Buy	5,074 +194	+4%	+$18.5K	0.23%	72
2025 Q4	$465K	Buy	4,880 +281	+6%	+$26.8K	0.2%	82
2025 Q3	$438K	Buy	4,599 +103	+2%	+$9.68K	0.19%	77
2025 Q2	$422K	Buy	4,496 +16	+0.4%	+$1.48K	0.21%	79
2025 Q1	$420K	Sell	4,480 -533	-11%	-$49.3K	0.23%	80
2024 Q4	$460K	Sell	5,013 -23	-0.5%	-$2.14K	0.22%	72
2024 Q3	$483K	Sell	5,036 -1,028	-17%	-$97.2K	0.25%	70
2024 Q2	$557K	Sell	6,064 -230	-4%	-$20.9K	0.31%	55
2024 Q1	$582K	Sell	6,294 -165	-3%	-$15.3K	0.31%	53
2023 Q4	$608K	Sell	6,459 -178	-3%	-$16K	0.36%	44
2023 Q3	$589K	Buy	6,637 +372	+6%	+$34K	0.34%	45
2023 Q2	$584K	Buy	6,265 +64	+1%	+$6.02K	0.32%	55
2023 Q1	$587K	Buy	6,201 +1,451	+31%	+$137K	0.36%	54
2022 Q4	$441K	Buy	+4,750	New	+$438K	0.31%	55
2022 Q1	–	Sell	-2,036	Closed	-$219K	–	126
2021 Q4	$219K	Sell	2,036 -57	-3%	-$6.14K	0.1%	97
2021 Q3	$226K	Buy	2,093 +9	+0.4%	+$976	0.1%	129
2021 Q2	$226K	Buy	2,084 +11	+0.5%	+$1.19K	0.1%	119
2021 Q1	$225K	Sell	2,073 -175	-8%	-$19.2K	0.12%	112
2020 Q4	$248K	Buy	+2,248	New	+$248K	0.15%	105
2019 Q2	–	Sell	-17,305	Closed	-$1.84M	–	83
2019 Q1	$1.84M	Buy	+17,305	New	+$1.82M	1.64%	19

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pinnacle Family Advisors's MBB Position: Q2 2026 in Review

Pinnacle Family Advisors increased its iShares MBS ETF (MBB) stake by 9% in Q2 2026, buying an estimated $43.2K and bringing the position to 5,531 shares worth $523K. The position accounts for 0.22% of the portfolio, ranked #79.

Pinnacle Family Advisors first reported a position in MBB in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.84M in Q1 2019. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Pinnacle Family Advisors held 5,531 shares of iShares MBS ETF worth $523K as of Q2 2026.
Pinnacle Family Advisors bought 457 iShares MBS ETF shares in Q2 2026, an estimated $43.2K.
iShares MBS ETF made up 0.22% of Pinnacle Family Advisors's portfolio in Q2 2026, its #79 holding.
Pinnacle Family Advisors first reported a position in iShares MBS ETF in Q1 2019 and has held it in 21 quarters since.
Pinnacle Family Advisors's iShares MBS ETF position peaked at $1.84M in Q1 2019.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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