Signal Advisors Wealth’s iShares MBS ETF MBB Stock Holding History

Signal Advisors Wealth’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	$6.02M	Buy	63,652 +262	+0.4%	+$24.8K	0.3%	66
2026 Q1	$6.02M	Buy	63,390 +8,555	+16%	+$817K	0.41%	58
2025 Q4	$5.22M	Buy	54,835 +5,117	+10%	+$488K	0.42%	57
2025 Q3	$4.73M	Buy	49,718 +4,585	+10%	+$431K	0.43%	59
2025 Q2	$4.24M	Sell	45,133 -10,951	-20%	-$1.01M	0.33%	85
2025 Q1	$5.26M	Sell	56,084 -4,694	-8%	-$434K	0.51%	51
2024 Q4	$5.57M	Buy	60,778 +21,870	+56%	+$2.04M	0.63%	43
2024 Q3	$3.73M	Buy	+38,908	New	+$3.68M	0.53%	48
2024 Q2	–	Sell	-27,864	Closed	-$2.58M	–	207
2024 Q1	$2.58M	Buy	27,864 +1,175	+4%	+$109K	0.64%	45
2023 Q4	$2.51M	Buy	+26,689	New	+$2.39M	0.87%	36

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

Signal Advisors Wealth's MBB Position: Q2 2026 in Review

Signal Advisors Wealth increased its iShares MBS ETF (MBB) stake by 0.41% in Q2 2026, buying an estimated $24.8K and bringing the position to 63,652 shares worth $6.02M. The position accounts for 0.3% of the portfolio, ranked #66.

Signal Advisors Wealth first reported a position in MBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.02M in Q1 2026. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Signal Advisors Wealth held 63,652 shares of iShares MBS ETF worth $6.02M as of Q2 2026.
Signal Advisors Wealth bought 262 iShares MBS ETF shares in Q2 2026, an estimated $24.8K.
iShares MBS ETF made up 0.3% of Signal Advisors Wealth's portfolio in Q2 2026, its #66 holding.
Signal Advisors Wealth first reported a position in iShares MBS ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's iShares MBS ETF position peaked at $6.02M in Q1 2026.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.