RIA
MBB icon

Realta Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Realta Investment 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 		$66.7K Sell
706
-21
-3% -$1.99K 0.02% 260
2026
Q1 		$69.1K Sell
727
-42
-5% -$4.01K 0.02% 243
2025
Q4 		$73.2K Buy
769
+262
+52% +$25K 0.02% 233
2025
Q3 		$48.3K Buy
507
+237
+88% +$22.3K 0.02% 238
2025
Q2 		$25.4K Buy
270
+8
+3% +$741 0.01% 249
2025
Q1 		$24.5K Buy
262
+93
+55% +$8.6K 0.01% 252
2024
Q4 		$15.5K Buy
+169
New +$15.7K 0.01% 288
2024
Q3 		– Sell
-754
Closed -$69.2K – 603
2024
Q2 		$69.2K Sell
754
-98
-12% -$8.93K 0.01% 503
2024
Q1 		$78.7K Buy
+852
New +$78.8K 0.02% 504
2023
Q4 		– Sell
-1,427
Closed -$133K – 655
2023
Q3 		$133K Hold
1,427
– – 0.03% 432
2023
Q2 		$133K Buy
+1,427
New +$134K 0.03% 455
2023
Q1 		– Sell
-1,319
Closed -$122K – 670
2022
Q4 		$122K Buy
1,319
+140
+12% +$12.9K 0.03% 458
2022
Q3 		$108K Buy
+1,179
New +$114K 0.03% 441
2021
Q4 		– Sell
-2,152
Closed -$233K – 430
2021
Q3 		$233K Sell
2,152
-94
-4% -$10.2K 0.05% 349
2021
Q2 		$243K Buy
2,246
+314
+16% +$34K 0.06% 334
2021
Q1 		$209K Sell
1,932
-435
-18% -$47.6K 0.06% 348
2020
Q4 		$261K Buy
2,367
+39
+2% +$4.29K 0.07% 266
2020
Q3 		$257K Buy
2,328
+325
+16% +$35.9K 0.09% 251
2020
Q2 		$222K Sell
2,003
-405
-17% -$44.8K 0.07% 297
2020
Q1 		$266K Sell
2,408
-6,948
-74% -$756K 0.11% 220
2019
Q4 		$1.01M Sell
9,356
-863
-8% -$93.2K 0.28% 71
2019
Q3 		$1.1M Sell
10,219
-316
-3% -$34.1K 0.3% 66
2019
Q2 		$1.13M Buy
10,535
+2,328
+28% +$248K 0.31% 59
2019
Q1 		$872K Buy
+8,207
New +$863K 0.4% 61

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Realta Investment Advisors's MBB Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares MBS ETF (MBB) stake by 2.9% in Q2 2026, selling an estimated $1.99K and leaving 706 shares worth $66.7K. The position accounts for 0.02% of the portfolio, ranked #260.

Realta Investment Advisors first reported a position in MBB in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.13M in Q2 2019. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Realta Investment Advisors held 706 shares of iShares MBS ETF worth $66.7K as of Q2 2026.
  • Realta Investment Advisors sold 21 iShares MBS ETF shares in Q2 2026, an estimated $1.99K.
  • iShares MBS ETF made up 0.02% of Realta Investment Advisors's portfolio in Q2 2026, its #260 holding.
  • Realta Investment Advisors first reported a position in iShares MBS ETF in Q1 2019 and has held it in 24 quarters since.
  • Realta Investment Advisors's iShares MBS ETF position peaked at $1.13M in Q2 2019.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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