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Signature Estate & Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Signature Estate & Investment 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 		$838K Buy
8,867
+1,859
+27% +$176K 0.02% 318
2026
Q1 		$665K Buy
7,008
+2,616
+60% +$250K 0.01% 361
2025
Q4 		$418K Buy
4,392
+1,941
+79% +$185K 0.01% 424
2025
Q3 		$233K Sell
2,451
-204
-8% -$19.2K 0.01% 548
2025
Q2 		$249K Sell
2,655
-608
-19% -$56.3K 0.01% 510
2025
Q1 		$306K Buy
3,263
+388
+13% +$35.9K 0.01% 438
2024
Q4 		$264K Buy
+2,875
New +$268K 0.01% 442

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

Signature Estate & Investment Advisors's MBB Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares MBS ETF (MBB) stake by 27% in Q2 2026, buying an estimated $176K and bringing the position to 8,867 shares worth $838K. The position accounts for 0.02% of the portfolio, ranked #318.

Signature Estate & Investment Advisors first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Signature Estate & Investment Advisors held 8,867 shares of iShares MBS ETF worth $838K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 1,859 iShares MBS ETF shares in Q2 2026, an estimated $176K.
  • iShares MBS ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #318 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.