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Tactive Advisors’s iShares MBS ETF MBB Stock Holding History

Tactive 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 		$281K Sell
2,978
-1,202
-29% -$114K 0.07% 219
2026
Q1 		$397K Buy
4,180
+80
+2% +$7.64K 0.11% 171
2025
Q4 		$390K Sell
4,100
-694
-14% -$66.2K 0.11% 169
2025
Q3 		$456K Buy
4,794
+2,292
+92% +$215K 0.13% 152
2025
Q2 		$235K Buy
+2,502
New +$232K 0.08% 197

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

Tactive Advisors's MBB Position: Q2 2026 in Review

Tactive Advisors reduced its iShares MBS ETF (MBB) stake by 29% in Q2 2026, selling an estimated $114K and leaving 2,978 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #219.

Tactive Advisors first reported a position in MBB in Q2 2025 and has held it in 5 quarters since. The position peaked at $456K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Tactive Advisors held 2,978 shares of iShares MBS ETF worth $281K as of Q2 2026.
  • Tactive Advisors sold 1,202 iShares MBS ETF shares in Q2 2026, an estimated $114K.
  • iShares MBS ETF made up 0.07% of Tactive Advisors's portfolio in Q2 2026, its #219 holding.
  • Tactive Advisors first reported a position in iShares MBS ETF in Q2 2025 and has held it in 5 quarters since.
  • Tactive Advisors's iShares MBS ETF position peaked at $456K in Q3 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.