Prosperity Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Prosperity Capital 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	$18.3M	Buy	193,235 +18,116	+10%	+$1.71M	0.9%	23
2026 Q1	$16.6M	Buy	175,119 +26,915	+18%	+$2.57M	0.95%	25
2025 Q4	$14.1M	Buy	148,204 +43,548	+42%	+$4.15M	0.84%	29
2025 Q3	$9.96M	Buy	104,656 +13,067	+14%	+$1.23M	0.58%	38
2025 Q2	$8.6M	Buy	91,589 +5,192	+6%	+$481K	0.56%	41
2025 Q1	$8.1M	Sell	86,397 -4,870	-5%	-$450K	0.64%	34
2024 Q4	$8.37M	Buy	91,267 +16,967	+23%	+$1.58M	0.68%	29
2024 Q3	$7.12M	Buy	74,300 +11,548	+18%	+$1.09M	0.61%	32
2024 Q2	$5.76M	Buy	62,752 +17,248	+38%	+$1.57M	0.64%	28
2024 Q1	$4.21M	Buy	45,504 +1,061	+2%	+$98.1K	0.5%	35
2023 Q4	$4.18M	Buy	44,443 +6,940	+19%	+$622K	0.45%	37
2023 Q3	$3.33M	Buy	37,503 +5,972	+19%	+$546K	0.44%	38
2023 Q2	$2.94M	Buy	31,531 +4,076	+15%	+$383K	0.41%	39
2023 Q1	$2.6M	Buy	27,455 +22,310	+434%	+$2.11M	0.4%	49
2022 Q4	$477K	Buy	+5,145	New	+$475K	0.15%	101

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

Prosperity Capital Advisors's MBB Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares MBS ETF (MBB) stake by 10% in Q2 2026, buying an estimated $1.71M and bringing the position to 193,235 shares worth $18.3M. The position accounts for 0.9% of the portfolio, ranked #23.

Prosperity Capital Advisors first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Prosperity Capital Advisors held 193,235 shares of iShares MBS ETF worth $18.3M as of Q2 2026.
Prosperity Capital Advisors bought 18,116 iShares MBS ETF shares in Q2 2026, an estimated $1.71M.
iShares MBS ETF made up 0.9% of Prosperity Capital Advisors's portfolio in Q2 2026, its #23 holding.
Prosperity Capital Advisors first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.