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

Polaris 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 		$2.06M Buy
21,779
+1,332
+7% +$126K 1.32% 20
2026
Q1 		$1.94M Buy
20,447
+1,276
+7% +$122K 1.42% 19
2025
Q4 		$1.83M Buy
+19,171
New +$1.83M 1.32% 19

Other funds holding MBB

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
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

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

Polaris Investment Advisors increased its iShares MBS ETF (MBB) stake by 6.5% in Q2 2026, buying an estimated $126K and bringing the position to 21,779 shares worth $2.06M. The position accounts for 1.32% of the portfolio, ranked #20.

Polaris Investment Advisors first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 680 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Polaris Investment Advisors held 21,779 shares of iShares MBS ETF worth $2.06M as of Q2 2026.
  • Polaris Investment Advisors bought 1,332 iShares MBS ETF shares in Q2 2026, an estimated $126K.
  • iShares MBS ETF made up 1.32% of Polaris Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Polaris Investment Advisors first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.