Two West Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Two West Capital 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	$1.68M	Buy	17,989 +3,198	+22%	+$302K	0.84%	23
2026 Q1	$1.4M	Buy	14,791 +2,729	+23%	+$261K	0.74%	28
2025 Q4	$1.15M	Sell	12,062 -1,932	-14%	-$184K	0.67%	27
2025 Q3	$1.34M	Buy	13,994 +313	+2%	+$29.4K	0.81%	23
2025 Q2	$1.27M	Buy	13,681 +4,806	+54%	+$445K	0.83%	21
2025 Q1	$816K	Sell	8,875 -2,372	-21%	-$219K	0.68%	26
2024 Q4	$1.03M	Buy	11,247 +1,889	+20%	+$176K	0.88%	16
2024 Q3	$897K	Buy	9,358 +1,107	+13%	+$105K	0.73%	21
2024 Q2	$758K	Buy	+8,251	New	+$751K	0.72%	23

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

Two West Capital Advisors's MBB Position: Q2 2026 in Review

Two West Capital Advisors increased its iShares MBS ETF (MBB) stake by 22% in Q2 2026, buying an estimated $302K and bringing the position to 17,989 shares worth $1.68M. The position accounts for 0.84% of the portfolio, ranked #23.

Two West Capital Advisors first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Two West Capital Advisors held 17,989 shares of iShares MBS ETF worth $1.68M as of Q2 2026.
Two West Capital Advisors bought 3,198 iShares MBS ETF shares in Q2 2026, an estimated $302K.
iShares MBS ETF made up 0.84% of Two West Capital Advisors's portfolio in Q2 2026, its #23 holding.
Two West Capital Advisors first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.