Tandem Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Tandem Wealth 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	$12.6M	Buy	133,260 +6,703	+5%	+$634K	5.01%	10
2026 Q1	$12M	Sell	126,557 -49,501	-28%	-$4.73M	5.36%	9
2025 Q4	$15.7M	Buy	176,058 +19,696	+13%	+$1.88M	7.03%	6
2025 Q3	$14.9M	Buy	156,362 +10,700	+7%	+$1.01M	7.07%	6
2025 Q2	$13.7M	Sell	145,662 -8,425	-5%	-$781K	6.76%	6
2025 Q1	$14.4M	Buy	154,087 +1,220	+0.8%	+$113K	7.56%	4
2024 Q4	$14M	Buy	152,867 +14,527	+11%	+$1.35M	7.15%	4
2024 Q3	$13.3M	Buy	138,340 +2,532	+2%	+$239K	6.72%	4
2024 Q2	$12.5M	Buy	135,808 +3,104	+2%	+$283K	6.68%	4
2024 Q1	$12.2M	Buy	132,704 +4,589	+4%	+$424K	6.7%	4
2023 Q4	$12.1M	Sell	128,115 -2,871	-2%	-$257K	6.95%	4
2023 Q3	$11.6M	Buy	130,986 +4,977	+4%	+$455K	7.11%	5
2023 Q2	$11.7M	Sell	126,009 -578	-0.5%	-$54.4K	7.11%	5
2023 Q1	$12M	Buy	126,587 +855	+0.7%	+$80.7K	7.46%	5
2022 Q4	$11.7M	Buy	+125,732	New	+$11.6M	7.41%	4

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

Tandem Wealth Advisors's MBB Position: Q2 2026 in Review

Tandem Wealth Advisors increased its iShares MBS ETF (MBB) stake by 5.3% in Q2 2026, buying an estimated $634K and bringing the position to 133,260 shares worth $12.6M. The position accounts for 5.01% of the portfolio, ranked #10.

Tandem Wealth Advisors first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.7M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Tandem Wealth Advisors held 133,260 shares of iShares MBS ETF worth $12.6M as of Q2 2026.
Tandem Wealth Advisors bought 6,703 iShares MBS ETF shares in Q2 2026, an estimated $634K.
iShares MBS ETF made up 5.01% of Tandem Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Tandem Wealth Advisors first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
Tandem Wealth Advisors's iShares MBS ETF position peaked at $15.7M in Q4 2025.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.