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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-24	Closed	-$2.28K	–	431
2026 Q1	$2.28K	Buy	+24	New	+$2.29K	﹤0.01%	366
2025 Q3	–	Sell	-24	Closed	-$2.25K	–	346
2025 Q2	$2.25K	Hold	24	–	–	﹤0.01%	324
2025 Q1	$2.25K	Buy	+24	New	+$2.22K	﹤0.01%	294
2024 Q1	–	Sell	-267	Closed	-$25.1K	–	748
2023 Q4	$25.1K	Buy	267 +228	+585%	+$20.4K	0.02%	230
2023 Q3	$3.48K	Buy	+39	New	+$3.56K	﹤0.01%	483

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

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

Register Financial Advisors sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 24 shares — an estimated $2.28K sold.

Register Financial Advisors first reported a position in MBB in Q3 2023 and held it in 5 quarters. The position peaked at $25.1K in Q4 2023. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Register Financial Advisors reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
Register Financial Advisors sold 24 iShares MBS ETF shares in Q2 2026, an estimated $2.28K.
Register Financial Advisors first reported a position in iShares MBS ETF in Q3 2023 and held it in 5 quarters.
Register Financial Advisors's iShares MBS ETF position peaked at $25.1K in Q4 2023.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.