RDA Financial Network’s iShares MBS ETF MBB Stock Holding History

RDA Financial Network’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	$1.61M	Buy	17,076 +1,385	+9%	+$131K	0.35%	69
2026 Q1	$1.49M	Sell	15,691 -201	-1%	-$19.2K	0.37%	75
2025 Q4	$1.51M	Sell	15,892 -3,715	-19%	-$354K	0.36%	83
2025 Q3	$1.87M	Buy	19,607 +619	+3%	+$58.1K	0.46%	65
2025 Q2	$1.78M	Buy	18,988 +497	+3%	+$46.1K	0.48%	62
2025 Q1	$1.73M	Sell	18,491 -2,591	-12%	-$240K	0.52%	61
2024 Q4	$1.93M	Buy	21,082 +6,776	+47%	+$631K	0.56%	50
2024 Q3	$1.37M	Buy	14,306 +2,242	+19%	+$212K	0.43%	70
2024 Q2	$1.11M	Buy	12,064 +5,220	+76%	+$475K	0.36%	79
2024 Q1	$633K	Sell	6,844 -1,231	-15%	-$114K	0.22%	112
2023 Q4	$760K	Buy	8,075 +338	+4%	+$30.3K	0.29%	91
2023 Q3	$687K	Sell	7,737 -711	-8%	-$65K	0.3%	89
2023 Q2	$788K	Buy	8,448 +687	+9%	+$64.6K	0.33%	83
2023 Q1	$735K	Buy	7,761 +3,022	+64%	+$285K	0.34%	85
2022 Q4	$440K	Buy	+4,739	New	+$437K	0.22%	110
2022 Q2	–	Sell	-2,722	Closed	-$277K	–	228
2022 Q1	$277K	Buy	+2,722	New	+$284K	0.12%	173

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

RDA Financial Network's MBB Position: Q2 2026 in Review

RDA Financial Network increased its iShares MBS ETF (MBB) stake by 8.8% in Q2 2026, buying an estimated $131K and bringing the position to 17,076 shares worth $1.61M. The position accounts for 0.35% of the portfolio, ranked #69.

RDA Financial Network first reported a position in MBB in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.93M in Q4 2024. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

RDA Financial Network held 17,076 shares of iShares MBS ETF worth $1.61M as of Q2 2026.
RDA Financial Network bought 1,385 iShares MBS ETF shares in Q2 2026, an estimated $131K.
iShares MBS ETF made up 0.35% of RDA Financial Network's portfolio in Q2 2026, its #69 holding.
RDA Financial Network first reported a position in iShares MBS ETF in Q1 2022 and has held it in 16 quarters since.
RDA Financial Network's iShares MBS ETF position peaked at $1.93M in Q4 2024.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.