Two West Capital Advisors
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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
Q3 		$320K Sell
3,578
-14,411
-80% -$1.34M 0.16% 76
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Two West Capital Advisors's MBB Position: Q3 2026 in Review

Two West Capital Advisors reduced its iShares MBS ETF (MBB) stake by 80% in Q3 2026, selling an estimated $1.34M and leaving 3,578 shares worth $320K. The position accounts for 0.16% of the portfolio, ranked #76.

Two West Capital Advisors first reported a position in MBB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.68M in Q2 2026. 583 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Two West Capital Advisors held 3,578 shares of iShares MBS ETF worth $320K as of Q3 2026.
  • Two West Capital Advisors sold 14,411 iShares MBS ETF shares in Q3 2026, an estimated $1.34M.
  • iShares MBS ETF made up 0.16% of Two West Capital Advisors's portfolio in Q3 2026, its #76 holding.
  • Two West Capital Advisors first reported a position in iShares MBS ETF in Q2 2024 and has held it in 10 quarters since.
  • Two West Capital Advisors's iShares MBS ETF position peaked at $1.68M in Q2 2026.
  • 583 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Two West Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.