Sunesis Advisors’s iShares MBS ETF MBB Stock Holding History

Sunesis 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	$3.24M	Buy	34,314 +6	+0%	+$567	1.34%	12
2026 Q1	$3.26M	Sell	34,308 -7,479	-18%	-$715K	1.47%	12
2025 Q4	$3.98M	Buy	41,787 +1,095	+3%	+$104K	1.8%	9
2025 Q3	$3.87M	Buy	+40,692	New	+$3.82M	1.81%	9
2025 Q1	$3.99M	Buy	42,508 +4	+0%	+$370	2.16%	9
2024 Q4	$3.9M	Buy	42,504 +9,122	+27%	+$849K	2.37%	8
2024 Q3	$3.2M	Buy	33,382 +690	+2%	+$65.2K	1.93%	8
2024 Q2	$3M	Buy	32,692 +162	+0.5%	+$14.8K	1.78%	11
2024 Q1	$3.01M	Buy	32,530 +4,839	+17%	+$448K	1.76%	12
2023 Q4	$2.61M	Buy	+27,691	New	+$2.48M	1.59%	14

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

Sunesis Advisors's MBB Position: Q2 2026 in Review

Sunesis Advisors increased its iShares MBS ETF (MBB) stake by 0.02% in Q2 2026, buying an estimated $567 and bringing the position to 34,314 shares worth $3.24M. The position accounts for 1.34% of the portfolio, ranked #12.

Sunesis Advisors first reported a position in MBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.99M in Q1 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Sunesis Advisors held 34,314 shares of iShares MBS ETF worth $3.24M as of Q2 2026.
Sunesis Advisors bought 6 iShares MBS ETF shares in Q2 2026, an estimated $567.
iShares MBS ETF made up 1.34% of Sunesis Advisors's portfolio in Q2 2026, its #12 holding.
Sunesis Advisors first reported a position in iShares MBS ETF in Q4 2023 and has held it in 10 quarters since.
Sunesis Advisors's iShares MBS ETF position peaked at $3.99M in Q1 2025.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.