Soltis Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Soltis 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	$2.15M	Buy	22,791 +3,823	+20%	+$362K	0.12%	156
2026 Q1	$1.8M	Buy	+18,968	New	+$1.81M	0.11%	154
2022 Q2	–	Sell	-2,548	Closed	-$260K	–	256
2022 Q1	$260K	Sell	2,548 -38,757	-94%	-$4.04M	0.04%	217
2021 Q4	$4.44M	Sell	41,305 -13,289	-24%	-$1.43M	0.63%	33
2021 Q3	$5.9M	Buy	54,594 +2,007	+4%	+$218K	0.91%	22
2021 Q2	$5.69M	Buy	52,587 +4,846	+10%	+$525K	0.9%	21
2021 Q1	$5.18M	Buy	47,741 +8,408	+21%	+$921K	0.94%	21
2020 Q4	$4.33M	Buy	39,333 +1,812	+5%	+$200K	0.8%	29
2020 Q3	$4.14M	Buy	37,521 +20,592	+122%	+$2.28M	0.97%	24
2020 Q2	$1.87M	Buy	+16,929	New	+$1.87M	0.49%	41

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

Soltis Investment Advisors's MBB Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares MBS ETF (MBB) stake by 20% in Q2 2026, buying an estimated $362K and bringing the position to 22,791 shares worth $2.15M. The position accounts for 0.12% of the portfolio, ranked #156.

Soltis Investment Advisors first reported a position in MBB in Q2 2020 and has held it in 10 quarters since. The position peaked at $5.9M in Q3 2021. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Soltis Investment Advisors held 22,791 shares of iShares MBS ETF worth $2.15M as of Q2 2026.
Soltis Investment Advisors bought 3,823 iShares MBS ETF shares in Q2 2026, an estimated $362K.
iShares MBS ETF made up 0.12% of Soltis Investment Advisors's portfolio in Q2 2026, its #156 holding.
Soltis Investment Advisors first reported a position in iShares MBS ETF in Q2 2020 and has held it in 10 quarters since.
Soltis Investment Advisors's iShares MBS ETF position peaked at $5.9M in Q3 2021.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.