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

Sequoia Financial 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 		$1.57M Sell
16,573
-7,583
-31% -$717K 0.01% 737
2026
Q1 		$2.29M Sell
24,156
-9,554
-28% -$913K 0.01% 559
2025
Q4 		$3.21M Sell
33,710
-17,375
-34% -$1.66M 0.02% 434
2025
Q3 		$4.86M Buy
51,085
+5,161
+11% +$485K 0.03% 312
2025
Q2 		$4.31M Sell
45,924
-859
-2% -$79.6K 0.03% 307
2025
Q1 		$4.39M Buy
46,783
+39,263
+522% +$3.63M 0.03% 289
2024
Q4 		$689K Buy
7,520
+4,070
+118% +$379K 0.01% 698
2024
Q3 		$331K Sell
3,450
-183
-5% -$17.3K ﹤0.01% 925
2024
Q2 		$334K Sell
3,633
-14,353
-80% -$1.31M ﹤0.01% 844
2024
Q1 		$1.66M Sell
17,986
-1,097
-6% -$101K 0.02% 362
2023
Q4 		$1.8M Buy
19,083
+1,258
+7% +$113K 0.02% 379
2023
Q3 		$1.58M Sell
17,825
-3,082
-15% -$282K 0.03% 262
2023
Q2 		$1.95M Buy
20,907
+1,151
+6% +$108K 0.03% 242
2023
Q1 		$1.87M Sell
19,756
-1,581
-7% -$149K 0.04% 225
2022
Q4 		$1.98M Sell
21,337
-4,640
-18% -$428K 0.05% 204
2022
Q3 		$2.38M Sell
25,977
-1,050
-4% -$102K 0.08% 149
2022
Q2 		$2.63M Sell
27,027
-3,863
-13% -$379K 0.07% 152
2022
Q1 		$3.15M Sell
30,890
-328
-1% -$34.2K 0.08% 146
2021
Q4 		$3.35M Buy
+31,218
New +$3.36M 0.09% 138
2021
Q3 		– Sell
-32,930
Closed -$3.56M – 368
2021
Q2 		$3.56M Sell
32,930
-736
-2% -$79.8K 0.13% 109
2021
Q1 		$3.65M Buy
33,666
+3,436
+11% +$376K 0.15% 91
2020
Q4 		$3.33M Buy
30,230
+1,261
+4% +$139K 0.15% 90
2020
Q3 		$3.2M Buy
28,969
+1,469
+5% +$162K 0.17% 78
2020
Q2 		$3.04M Buy
27,500
+2,114
+8% +$234K 0.18% 66
2020
Q1 		$2.8M Buy
25,386
+819
+3% +$89.1K 0.21% 62
2019
Q4 		$2.65M Buy
24,567
+4,480
+22% +$484K 0.17% 77
2019
Q3 		$2.17M Buy
20,087
+4,117
+26% +$444K 0.16% 81
2019
Q2 		$1.72M Buy
15,970
+9,176
+135% +$976K 0.13% 94
2019
Q1 		$723K Buy
6,794
+3,464
+104% +$364K 0.06% 149
2018
Q4 		$348K Buy
3,330
+179
+6% +$18.4K 0.04% 183
2018
Q3 		$326K Sell
3,151
-178
-5% -$18.5K 0.03% 215
2018
Q2 		$347K Buy
3,329
+1,055
+46% +$109K 0.04% 202
2018
Q1 		$238K Buy
2,274
+133
+6% +$13.9K 0.03% 254
2017
Q4 		$228K Buy
+2,141
New +$228K 0.02% 265
2016
Q3 		– Sell
-5,777
Closed -$635K – 268
2016
Q2 		$635K Hold
5,777
– – 0.18% 96
2016
Q1 		$632K Buy
+5,777
New +$630K 0.2% 85

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

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

Sequoia Financial Advisors reduced its iShares MBS ETF (MBB) stake by 31% in Q2 2026, selling an estimated $717K and leaving 16,573 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #737.

Sequoia Financial Advisors first reported a position in MBB in Q1 2016 and has held it in 36 quarters since. The position peaked at $4.86M in Q3 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Sequoia Financial Advisors held 16,573 shares of iShares MBS ETF worth $1.57M as of Q2 2026.
  • Sequoia Financial Advisors sold 7,583 iShares MBS ETF shares in Q2 2026, an estimated $717K.
  • iShares MBS ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #737 holding.
  • Sequoia Financial Advisors first reported a position in iShares MBS ETF in Q1 2016 and has held it in 36 quarters since.
  • Sequoia Financial Advisors's iShares MBS ETF position peaked at $4.86M in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.