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SageView Advisory Group’s iShares MBS ETF MBB Stock Holding History

SageView Advisory Group’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 		– Sell
-2,129
Closed -$202K – 628
2026
Q1 		$202K Sell
2,129
-260
-11% -$24.8K 0.01% 576
2025
Q4 		$228K Buy
2,389
+240
+11% +$22.9K 0.01% 553
2025
Q3 		$205K Buy
+2,149
New +$202K 0.01% 626
2024
Q2 		– Sell
-14,120
Closed -$724K – 649
2024
Q1 		$724K Buy
+14,120
New +$1.31M 0.04% 252
2023
Q4 		– Sell
-4,056
Closed -$364K – 499
2023
Q3 		$360K Sell
4,056
-251
-6% -$22.9K 0.02% 382
2023
Q2 		$402K Buy
4,307
+726
+20% +$68.3K 0.02% 389
2023
Q1 		$339K Sell
3,581
-6,480
-64% -$612K 0.02% 365
2022
Q4 		$933K Buy
+10,061
New +$928K 0.08% 164

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

SageView Advisory Group's MBB Position: Q2 2026 in Review

SageView Advisory Group sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 2,129 shares — an estimated $202K sold.

SageView Advisory Group first reported a position in MBB in Q4 2022 and held it in 8 quarters. The position peaked at $933K in Q4 2022. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • SageView Advisory Group reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,129 iShares MBS ETF shares in Q2 2026, an estimated $202K.
  • SageView Advisory Group first reported a position in iShares MBS ETF in Q4 2022 and held it in 8 quarters.
  • SageView Advisory Group's iShares MBS ETF position peaked at $933K in Q4 2022.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.