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Rachor Investment Advisory Services’s iShares MBS ETF MBB Stock Holding History

Rachor Investment Advisory 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 		$5.52K Hold
58
– – ﹤0.01% 125
2026
Q1 		$5.53K Buy
58
+10
+21% +$955 ﹤0.01% 153
2025
Q4 		$4.59K Buy
+48
New +$4.58K ﹤0.01% 161

Other funds holding MBB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rachor Investment Advisory Services's MBB Position: Q2 2026 in Review

Rachor Investment Advisory Services held its iShares MBS ETF (MBB) position steady in Q2 2026 at 58 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #125.

Rachor Investment Advisory Services first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.53K in Q1 2026. 636 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Rachor Investment Advisory Services held 58 shares of iShares MBS ETF worth $5.52K as of Q2 2026.
  • Rachor Investment Advisory Services left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #125 holding.
  • Rachor Investment Advisory Services first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Rachor Investment Advisory Services's iShares MBS ETF position peaked at $5.53K in Q1 2026.
  • 636 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.