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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 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. 336 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.
336 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.