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True Link Financial Advisors’s iShares MBS ETF MBB Stock Holding History

True Link Financial 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 		– Sell
-425
Closed -$40.4K – 269
2026
Q1 		$40.4K Buy
+425
New +$40.6K ﹤0.01% 233
2023
Q4 		– Sell
-16,598
Closed -$1.47M – 91
2023
Q3 		$1.47M Sell
16,598
-150
-0.9% -$13.7K 0.18% 36
2023
Q2 		$1.56M Hold
16,748
– – 0.19% 35
2023
Q1 		$1.59M Sell
16,748
-456
-3% -$43.1K 0.2% 38
2022
Q4 		$1.6M Sell
17,204
-1,863
-10% -$172K 0.22% 34
2022
Q3 		$1.75M Buy
19,067
+674
+4% +$65.3K 0.25% 32
2022
Q2 		$1.79M Sell
18,393
-972
-5% -$95.3K 0.27% 37
2022
Q1 		$1.97M Sell
19,365
-3,443
-15% -$359K 0.29% 35
2021
Q4 		$2.45M Sell
22,808
-647
-3% -$69.7K 0.33% 27
2021
Q3 		$2.54M Sell
23,455
-211
-0.9% -$22.9K 0.35% 27
2021
Q2 		$2.56M Buy
23,666
+2,125
+10% +$230K 0.38% 27
2021
Q1 		$2.33M Buy
21,541
+1,396
+7% +$153K 0.34% 36
2020
Q4 		$2.22M Buy
+20,145
New +$2.22M 0.35% 39

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 22.9% 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

True Link Financial Advisors's MBB Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 425 shares — an estimated $40.4K sold.

True Link Financial Advisors first reported a position in MBB in Q4 2020 and held it in 13 quarters. The position peaked at $2.56M in Q2 2021. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • True Link Financial Advisors reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 425 iShares MBS ETF shares in Q2 2026, an estimated $40.4K.
  • True Link Financial Advisors first reported a position in iShares MBS ETF in Q4 2020 and held it in 13 quarters.
  • True Link Financial Advisors's iShares MBS ETF position peaked at $2.56M in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.