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Stewardship Advisors’s iShares MBS ETF MBB Stock Holding History

Stewardship 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 		$378K Buy
4,001
+190
+5% +$18K 0.08% 118
2026
Q1 		$362K Buy
3,811
+254
+7% +$24.3K 0.08% 114
2025
Q4 		$339K Buy
3,557
+694
+24% +$66.2K 0.08% 109
2025
Q3 		$272K Hold
2,863
– – 0.06% 123
2025
Q2 		$269K Buy
+2,863
New +$265K 0.07% 117

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Stewardship Advisors's MBB Position: Q2 2026 in Review

Stewardship Advisors increased its iShares MBS ETF (MBB) stake by 5% in Q2 2026, buying an estimated $18K and bringing the position to 4,001 shares worth $378K. The position accounts for 0.08% of the portfolio, ranked #118.

Stewardship Advisors first reported a position in MBB in Q2 2025 and has held it in 5 quarters since. 487 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Stewardship Advisors held 4,001 shares of iShares MBS ETF worth $378K as of Q2 2026.
  • Stewardship Advisors bought 190 iShares MBS ETF shares in Q2 2026, an estimated $18K.
  • iShares MBS ETF made up 0.08% of Stewardship Advisors's portfolio in Q2 2026, its #118 holding.
  • Stewardship Advisors first reported a position in iShares MBS ETF in Q2 2025 and has held it in 5 quarters since.
  • 487 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.