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Prime Capital Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Prime Capital 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 		$6.92M Buy
73,225
+9,520
+15% +$900K 0.07% 198
2026
Q1 		$6.05M Sell
63,705
-66
-0.1% -$6.3K 0.07% 201
2025
Q4 		$6.07M Sell
63,771
-5,524
-8% -$527K 0.07% 184
2025
Q3 		$6.59M Buy
69,295
+460
+0.7% +$43.2K 0.08% 164
2025
Q2 		$6.46M Sell
68,835
-23,860
-26% -$2.21M 0.09% 168
2025
Q1 		$8.69M Buy
92,695
+21,943
+31% +$2.03M 0.1% 153
2024
Q4 		$6.49M Sell
70,752
-9,723
-12% -$905K 0.09% 152
2024
Q3 		$7.71M Sell
80,475
-4,804
-6% -$454K 0.11% 138
2024
Q2 		$7.83M Sell
85,279
-52,352
-38% -$4.77M 0.12% 134
2024
Q1 		$12.7M Sell
137,631
-18,763
-12% -$1.74M 0.18% 106
2023
Q4 		$14.7M Buy
156,394
+103,571
+196% +$9.29M 0.22% 96
2023
Q3 		$4.69M Buy
52,823
+4,123
+8% +$377K 0.1% 164
2023
Q2 		$4.54M Buy
48,700
+12,370
+34% +$1.16M 0.09% 170
2023
Q1 		$3.44M Buy
36,330
+32,490
+846% +$3.07M 0.14% 126
2022
Q4 		$356K Buy
3,840
+818
+27% +$75.5K 0.01% 390
2022
Q3 		$277K Buy
+3,022
New +$293K 0.02% 323
2021
Q2 		– Sell
-1,687
Closed -$183K – 475
2021
Q1 		$183K Sell
1,687
-535
-24% -$58.6K 0.01% 247
2020
Q4 		$245K Buy
2,222
+70
+3% +$7.71K 0.02% 221
2020
Q3 		$238K Sell
2,152
-1,854
-46% -$205K 0.02% 233
2020
Q2 		$444K Sell
4,006
-839
-17% -$92.9K 0.04% 185
2020
Q1 		$535K Buy
+4,845
New +$527K 0.06% 147
2019
Q2 		– Sell
-412
Closed -$44K – 377
2019
Q1 		$44K Buy
+412
New +$43.3K 0.01% 199

Other funds holding MBB

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Prime Capital Investment Advisors's MBB Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares MBS ETF (MBB) stake by 15% in Q2 2026, buying an estimated $900K and bringing the position to 73,225 shares worth $6.92M. The position accounts for 0.07% of the portfolio, ranked #198.

Prime Capital Investment Advisors first reported a position in MBB in Q1 2019 and has held it in 22 quarters since. The position peaked at $14.7M in Q4 2023. 824 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Prime Capital Investment Advisors held 73,225 shares of iShares MBS ETF worth $6.92M as of Q2 2026.
  • Prime Capital Investment Advisors bought 9,520 iShares MBS ETF shares in Q2 2026, an estimated $900K.
  • iShares MBS ETF made up 0.07% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #198 holding.
  • Prime Capital Investment Advisors first reported a position in iShares MBS ETF in Q1 2019 and has held it in 22 quarters since.
  • Prime Capital Investment Advisors's iShares MBS ETF position peaked at $14.7M in Q4 2023.
  • 824 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.