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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Soltis Investment Advisors's MBB Position: Q1 2026 in Review

Soltis Investment Advisors opened a new position in iShares MBS ETF (MBB) in Q1 2026: 18,968 shares worth $1.8M. The stake represents 0.11% of the portfolio and ranks #154 among its holdings. This is a return to the name: Soltis Investment Advisors previously reported a position in MBB as recently as Q1 2022.

Soltis Investment Advisors first reported a position in MBB in Q2 2020 and has held it in 9 quarters since. The position peaked at $5.9M in Q3 2021. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Soltis Investment Advisors held 18,968 shares of iShares MBS ETF worth $1.8M as of Q1 2026.
iShares MBS ETF was a new Soltis Investment Advisors position in Q1 2026.
iShares MBS ETF made up 0.11% of Soltis Investment Advisors's portfolio in Q1 2026, its #154 holding.
Soltis Investment Advisors first reported a position in iShares MBS ETF in Q2 2020 and has held it in 9 quarters since.
Soltis Investment Advisors's iShares MBS ETF position peaked at $5.9M in Q3 2021.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.