PSI Advisors’s iShares MBS ETF MBB Stock Holding History

PSI 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	$258K	Buy	2,727 +370	+16%	+$35K	0.06%	126
2026 Q1	$224K	Buy	+2,357	New	+$225K	0.05%	144
2025 Q2	–	Sell	-1,657	Closed	-$155K	–	441
2025 Q1	$155K	Sell	1,657 -400	-19%	-$37K	0.05%	130
2024 Q4	$189K	Buy	2,057 +1,244	+153%	+$116K	0.06%	125
2024 Q3	$77.9K	Buy	813 +359	+79%	+$33.9K	0.02%	213
2024 Q2	$41.7K	Buy	454 +435	+2,289%	+$39.6K	0.01%	279
2024 Q1	$1.76K	Hold	19	–	–	﹤0.01%	669
2023 Q4	$1.79K	Hold	19	–	–	﹤0.01%	722
2023 Q3	$1.69K	Hold	19	–	–	﹤0.01%	696
2023 Q2	$1.77K	Hold	19	–	–	﹤0.01%	669
2023 Q1	$1.8K	Hold	19	–	–	﹤0.01%	616
2022 Q4	$1.76K	Hold	19	–	–	﹤0.01%	617
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	629
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	671
2022 Q1	$2K	Hold	19	–	–	﹤0.01%	630
2021 Q4	$2K	Sell	19 -6	-24%	-$646	﹤0.01%	673
2021 Q3	$3K	Buy	+25	New	+$2.71K	﹤0.01%	631
2020 Q1	–	Sell	-38	Closed	-$4K	–	384
2019 Q4	$4K	Buy	+38	New	+$4.11K	﹤0.01%	576

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

PSI Advisors's MBB Position: Q2 2026 in Review

PSI Advisors increased its iShares MBS ETF (MBB) stake by 16% in Q2 2026, buying an estimated $35K and bringing the position to 2,727 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #126.

PSI Advisors first reported a position in MBB in Q4 2019 and has held it in 18 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

PSI Advisors held 2,727 shares of iShares MBS ETF worth $258K as of Q2 2026.
PSI Advisors bought 370 iShares MBS ETF shares in Q2 2026, an estimated $35K.
iShares MBS ETF made up 0.06% of PSI Advisors's portfolio in Q2 2026, its #126 holding.
PSI Advisors first reported a position in iShares MBS ETF in Q4 2019 and has held it in 18 quarters since.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.