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Scarborough Advisors’s iShares MBS ETF MBB Stock Holding History

Scarborough 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 		$9.23M Buy
97,805
+8,797
+10% +$832K 1.06% 30
2026
Q1 		$8.45M Buy
+89,008
New +$8.5M 0.93% 34
2025
Q2 		– Sell
-72,402
Closed -$6.79M – 485
2025
Q1 		$6.79M Buy
72,402
+3,293
+5% +$305K 0.97% 31
2024
Q4 		$6.34M Buy
69,109
+2,946
+4% +$274K 0.9% 28
2024
Q3 		$6.34M Buy
+66,163
New +$6.25M 1.02% 25
2024
Q1 		– Sell
-53,650
Closed -$5.05M – 587
2023
Q4 		$5.05M Sell
53,650
-428
-0.8% -$38.4K 1.04% 25
2023
Q3 		$4.8M Buy
54,078
+2,562
+5% +$234K 1.17% 23
2023
Q2 		$4.8M Sell
51,516
-26,232
-34% -$2.47M 1.15% 24
2023
Q1 		$7.37M Buy
77,748
+8,608
+12% +$813K 1.86% 17
2022
Q4 		$6.41M Buy
+69,140
New +$6.38M 1.72% 18

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scarborough Advisors's MBB Position: Q2 2026 in Review

Scarborough Advisors increased its iShares MBS ETF (MBB) stake by 9.9% in Q2 2026, buying an estimated $832K and bringing the position to 97,805 shares worth $9.23M. The position accounts for 1.06% of the portfolio, ranked #30.

Scarborough Advisors first reported a position in MBB in Q4 2022 and has held it in 10 quarters since. 249 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Scarborough Advisors held 97,805 shares of iShares MBS ETF worth $9.23M as of Q2 2026.
  • Scarborough Advisors bought 8,797 iShares MBS ETF shares in Q2 2026, an estimated $832K.
  • iShares MBS ETF made up 1.06% of Scarborough Advisors's portfolio in Q2 2026, its #30 holding.
  • Scarborough Advisors first reported a position in iShares MBS ETF in Q4 2022 and has held it in 10 quarters since.
  • 249 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.