Strategic Investment Solutions’s iShares MBS ETF MBB Stock Holding History

Strategic Investment Solutions’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	$3.16K	Hold	33	–	–	﹤0.01%	555
2026 Q1	$3.14K	Hold	33	–	–	﹤0.01%	535
2025 Q4	$3.12K	Buy	33 +1	+3%	+$95	﹤0.01%	515
2025 Q3	$3.08K	Hold	32	–	–	﹤0.01%	489
2025 Q2	$3K	Hold	32	–	–	﹤0.01%	476
2025 Q1	$2.97K	Buy	32 +1	+3%	+$92	﹤0.01%	489
2024 Q4	$2.88K	Hold	31	–	–	﹤0.01%	507
2024 Q3	$2.97K	Buy	31 +3	+11%	+$284	﹤0.01%	478
2024 Q2	$3.08K	Buy	+28	New	+$2.55K	﹤0.01%	466
2023 Q4	$2.85K	Sell	30 -1,860	-98%	-$167K	﹤0.01%	926
2023 Q3	$171K	Buy	1,890 +1,860	+6,200%	+$170K	﹤0.01%	508
2023 Q2	$2.77K	Buy	30 +1	+3%	+$94	﹤0.01%	722
2023 Q1	$2.78K	Buy	+29	New	+$2.74K	﹤0.01%	828

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

Strategic Investment Solutions's MBB Position: Q2 2026 in Review

Strategic Investment Solutions held its iShares MBS ETF (MBB) position steady in Q2 2026 at 33 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Strategic Investment Solutions first reported a position in MBB in Q1 2023 and has held it in 13 quarters since. The position peaked at $171K in Q3 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Strategic Investment Solutions held 33 shares of iShares MBS ETF worth $3.16K as of Q2 2026.
Strategic Investment Solutions left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #555 holding.
Strategic Investment Solutions first reported a position in iShares MBS ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's iShares MBS ETF position peaked at $171K in Q3 2023.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.