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Steward Partners Investment Advisory’s iShares MBS ETF MBB Stock Holding History

Steward Partners Investment Advisory’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 		$7.32M Buy
77,486
+4,303
+6% +$407K 0.04% 431
2026
Q1 		$6.95M Sell
73,183
-20,735
-22% -$1.98M 0.04% 418
2025
Q4 		$8.94M Buy
93,918
+588
+0.6% +$56.1K 0.05% 322
2025
Q3 		$8.88M Buy
93,330
+20,400
+28% +$1.92M 0.05% 313
2025
Q2 		$6.85M Buy
72,930
+6,868
+10% +$636K 0.05% 348
2025
Q1 		$6.2M Sell
66,062
-17,422
-21% -$1.61M 0.05% 341
2024
Q4 		$7.65M Buy
83,484
+29,936
+56% +$2.79M 0.07% 279
2024
Q3 		$5.13M Sell
53,548
-407
-0.8% -$38.5K 0.05% 353
2024
Q2 		$4.95M Buy
53,955
+1,445
+3% +$132K 0.05% 337
2024
Q1 		$4.85M Buy
52,510
+6,353
+14% +$588K 0.05% 340
2023
Q4 		$4.34M Buy
46,157
+987
+2% +$88.5K 0.06% 315
2023
Q3 		$4.01M Sell
45,170
-13,821
-23% -$1.26M 0.06% 298
2023
Q2 		$5.5M Buy
58,991
+5,124
+10% +$482K 0.08% 245
2023
Q1 		$5.1M Buy
53,867
+4,277
+9% +$404K 0.08% 249
2022
Q4 		$4.6M Buy
49,590
+35,273
+246% +$3.25M 0.08% 262
2022
Q3 		$1.31M Sell
14,317
-239
-2% -$23.2K 0.02% 543
2022
Q2 		$1.42M Sell
14,556
-7,360
-34% -$722K 0.03% 540
2022
Q1 		$2.23M Sell
21,916
-746
-3% -$77.9K 0.03% 446
2021
Q4 		$2.44M Buy
22,662
+100
+0.4% +$10.8K 0.04% 437
2021
Q3 		$2.44M Buy
22,562
+1,226
+6% +$133K 0.04% 401
2021
Q2 		$2.31M Sell
21,336
-1,253
-6% -$136K 0.04% 414
2021
Q1 		$2.45M Sell
22,589
-11,861
-34% -$1.3M 0.04% 384
2020
Q4 		$3.79M Buy
34,450
+22,705
+193% +$2.5M 0.08% 248
2020
Q3 		$1.3M Buy
11,745
+235
+2% +$26K 0.03% 409
2020
Q2 		$1.27M Sell
11,510
-15,134
-57% -$1.68M 0.04% 393
2020
Q1 		$2.94M Sell
26,644
-6,018
-18% -$655K 0.11% 207
2019
Q4 		$3.53M Buy
32,662
+1,997
+7% +$216K 0.1% 204
2019
Q3 		$3.32M Buy
30,665
+13,798
+82% +$1.49M 0.11% 196
2019
Q2 		$1.81M Buy
16,867
+3,949
+31% +$420K 0.07% 272
2019
Q1 		$1.37M Sell
12,918
-1,813
-12% -$191K 0.06% 298
2018
Q4 		$1.54M Buy
14,731
+9,832
+201% +$1.01M 0.08% 263
2018
Q3 		$506K Sell
4,899
-413
-8% -$42.9K 0.02% 502
2018
Q2 		$553K Sell
5,312
-11,512
-68% -$1.19M 0.03% 443
2018
Q1 		$1.76M Sell
16,824
-6,800
-29% -$713K 0.12% 188
2017
Q4 		$2.52M Sell
23,624
-8,672
-27% -$925K 0.19% 124
2017
Q3 		$3.46M Sell
32,296
-3,296
-9% -$353K 0.35% 72
2017
Q2 		$3.8M Buy
35,592
+34,054
+2,214% +$3.64M 0.43% 61
2017
Q1 		$163K Buy
1,538
+383
+33% +$40.7K 0.02% 352
2016
Q4 		$122K Buy
+1,155
New +$125K 0.06% 233

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

Steward Partners Investment Advisory's MBB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares MBS ETF (MBB) stake by 5.9% in Q2 2026, buying an estimated $407K and bringing the position to 77,486 shares worth $7.32M. The position accounts for 0.04% of the portfolio, ranked #431.

Steward Partners Investment Advisory first reported a position in MBB in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.94M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Steward Partners Investment Advisory held 77,486 shares of iShares MBS ETF worth $7.32M as of Q2 2026.
  • Steward Partners Investment Advisory bought 4,303 iShares MBS ETF shares in Q2 2026, an estimated $407K.
  • iShares MBS ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #431 holding.
  • Steward Partners Investment Advisory first reported a position in iShares MBS ETF in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's iShares MBS ETF position peaked at $8.94M in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.