Pure Financial Advisors’s iShares MBS ETF MBB Stock Holding History

Pure Financial 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	$2.5M	Buy	26,456 +7,335	+38%	+$694K	0.03%	160
2026 Q1	$1.82M	Buy	19,121 +4,805	+34%	+$459K	0.03%	174
2025 Q4	$1.36M	Buy	14,316 +3,091	+28%	+$295K	0.02%	193
2025 Q3	$1.07M	Buy	11,225 +3,529	+46%	+$332K	0.02%	209
2025 Q2	$723K	Buy	7,696 +2,965	+63%	+$275K	0.01%	239
2025 Q1	$444K	Buy	+4,731	New	+$438K	0.01%	256
2023 Q4	–	Sell	-3,142	Closed	-$279K	–	309
2023 Q3	$279K	Buy	+3,142	New	+$287K	0.01%	221
2022 Q1	–	Sell	-2,051	Closed	-$220K	–	229
2021 Q4	$220K	Buy	+2,051	New	+$221K	0.01%	204
2021 Q3	–	Sell	-2,952	Closed	-$319K	–	206
2021 Q2	$319K	Sell	2,952 -553	-16%	-$60K	0.03%	151
2021 Q1	$380K	Buy	3,505 +121	+4%	+$13.3K	0.04%	131
2020 Q4	$373K	Sell	3,384 -201	-6%	-$22.1K	0.04%	130
2020 Q3	$396K	Buy	+3,585	New	+$396K	0.06%	110

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

Pure Financial Advisors's MBB Position: Q2 2026 in Review

Pure Financial Advisors increased its iShares MBS ETF (MBB) stake by 38% in Q2 2026, buying an estimated $694K and bringing the position to 26,456 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #160.

Pure Financial Advisors first reported a position in MBB in Q3 2020 and has held it in 12 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Pure Financial Advisors held 26,456 shares of iShares MBS ETF worth $2.5M as of Q2 2026.
Pure Financial Advisors bought 7,335 iShares MBS ETF shares in Q2 2026, an estimated $694K.
iShares MBS ETF made up 0.03% of Pure Financial Advisors's portfolio in Q2 2026, its #160 holding.
Pure Financial Advisors first reported a position in iShares MBS ETF in Q3 2020 and has held it in 12 quarters since.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.