Sanctuary Advisors’s iShares MBS ETF MBB Stock Holding History

Sanctuary 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	$34.6M	Buy	365,786 +38,592	+12%	+$3.65M	0.16%	133
2026 Q1	$31.1M	Buy	327,194 +12,348	+4%	+$1.18M	0.17%	127
2025 Q4	$30M	Buy	314,846 +471	+0.1%	+$44.9K	0.16%	125
2025 Q3	$29.9M	Buy	314,375 +1,672	+0.5%	+$157K	0.17%	121
2025 Q2	$29.4M	Buy	312,703 +8,210	+3%	+$761K	0.18%	119
2025 Q1	$28.6M	Sell	304,493 -41,999	-12%	-$3.88M	0.2%	107
2024 Q4	$32M	Buy	346,492 +14,178	+4%	+$1.32M	0.2%	102
2024 Q3	$30.8M	Buy	332,314 +1,839	+0.6%	+$174K	0.2%	109
2024 Q2	$29.7M	Buy	+330,475	New	+$30.1M	0.22%	95

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

Sanctuary Advisors's MBB Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares MBS ETF (MBB) stake by 12% in Q2 2026, buying an estimated $3.65M and bringing the position to 365,786 shares worth $34.6M. The position accounts for 0.16% of the portfolio, ranked #133.

Sanctuary Advisors first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Sanctuary Advisors held 365,786 shares of iShares MBS ETF worth $34.6M as of Q2 2026.
Sanctuary Advisors bought 38,592 iShares MBS ETF shares in Q2 2026, an estimated $3.65M.
iShares MBS ETF made up 0.16% of Sanctuary Advisors's portfolio in Q2 2026, its #133 holding.
Sanctuary Advisors first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.