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Private Advisor Group’s iShares MBS ETF MBB Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-260,700
Closed -$232K – 2399
2023
Q3 		$232K Buy
+260,700
New +$23.8M ﹤0.01% 1791

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Private Advisor Group's MBB Position: Q2 2026 in Review

Private Advisor Group reduced its iShares MBS ETF (MBB) stake by 51% in Q2 2026, selling an estimated $11M and leaving 113,854 shares worth $10.8M. The position accounts for 0.05% of the portfolio, ranked #371.

Private Advisor Group first reported a position in MBB in Q1 2014 and has held it in 50 quarters since. The position peaked at $22.5M in Q4 2025. 439 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Private Advisor Group held 113,854 shares of iShares MBS ETF worth $10.8M as of Q2 2026.
  • Private Advisor Group sold 116,729 iShares MBS ETF shares in Q2 2026, an estimated $11M.
  • iShares MBS ETF made up 0.05% of Private Advisor Group's portfolio in Q2 2026, its #371 holding.
  • Private Advisor Group first reported a position in iShares MBS ETF in Q1 2014 and has held it in 50 quarters since.
  • Private Advisor Group's iShares MBS ETF position peaked at $22.5M in Q4 2025.
  • 439 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.