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Prospera Financial Services’s iShares MBS ETF MBB Stock Holding History

Prospera Financial Services’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 		$855K Buy
9,033
+156
+2% +$14.8K 0.01% 830
2026
Q1 		$845K Buy
8,877
+1,717
+24% +$164K 0.01% 786
2025
Q4 		$684K Sell
7,160
-571
-7% -$54.5K 0.01% 822
2025
Q3 		$737K Sell
7,731
-21
-0.3% -$1.97K 0.01% 796
2025
Q2 		$730K Buy
7,752
+407
+6% +$37.7K 0.01% 768
2025
Q1 		$691K Sell
7,345
-1,483
-17% -$137K 0.02% 672
2024
Q4 		$812K Buy
8,828
+865
+11% +$80.5K 0.02% 600
2024
Q3 		$766K Sell
7,963
-9,688
-55% -$916K 0.02% 583
2024
Q2 		$1.62M Buy
17,651
+4,862
+38% +$443K 0.05% 384
2024
Q1 		$1.18M Sell
12,789
-1,489
-10% -$138K 0.04% 455
2023
Q4 		$1.34M Buy
14,278
+10,418
+270% +$934K 0.04% 392
2023
Q3 		$343K Buy
+3,860
New +$353K 0.01% 752
2023
Q1 		– Sell
-2,662
Closed -$247K – 985
2022
Q4 		$247K Buy
2,662
+361
+16% +$33.3K 0.01% 775
2022
Q3 		$211K Buy
2,301
+598
+35% +$58K 0.01% 768
2022
Q2 		$166K Sell
1,703
-1,076
-39% -$106K 0.01% 778
2022
Q1 		$283K Buy
2,779
+535
+24% +$55.8K 0.01% 760
2021
Q4 		$242K Buy
2,244
+12
+0.5% +$1.29K 0.01% 773
2021
Q3 		$242K Hold
2,232
– – 0.01% 719
2021
Q2 		$242K Buy
2,232
+371
+20% +$40.2K 0.01% 718
2021
Q1 		$202K Sell
1,861
-500
-21% -$54.8K 0.01% 718
2020
Q4 		$260K Sell
2,361
-160
-6% -$17.6K 0.02% 576
2020
Q3 		$278K Buy
2,521
+253
+11% +$28K 0.11% 170
2020
Q2 		$251K Buy
2,268
+153
+7% +$16.9K 0.02% 492
2020
Q1 		$234K Buy
2,115
+108
+5% +$11.8K 0.02% 447
2019
Q4 		$217K Sell
2,007
-252
-11% -$27.2K 0.02% 550
2019
Q3 		$245K Buy
+2,259
New +$244K 0.03% 477
2017
Q3 		– Sell
-3,405
Closed -$362K – 443
2017
Q2 		$362K Buy
+3,405
New +$364K 0.06% 276
2013
Q3 		– Sell
-2,068
Closed -$218K – 258
2013
Q2 		$218K Buy
+2,068
New +$221K 0.1% 198

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

Prospera Financial Services's MBB Position: Q2 2026 in Review

Prospera Financial Services increased its iShares MBS ETF (MBB) stake by 1.8% in Q2 2026, buying an estimated $14.8K and bringing the position to 9,033 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #830.

Prospera Financial Services first reported a position in MBB in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.62M in Q2 2024. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Prospera Financial Services held 9,033 shares of iShares MBS ETF worth $855K as of Q2 2026.
  • Prospera Financial Services bought 156 iShares MBS ETF shares in Q2 2026, an estimated $14.8K.
  • iShares MBS ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #830 holding.
  • Prospera Financial Services first reported a position in iShares MBS ETF in Q2 2013 and has held it in 28 quarters since.
  • Prospera Financial Services's iShares MBS ETF position peaked at $1.62M in Q2 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.