U.S. Capital Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

U.S. Capital 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 Q1	$846K	Buy	8,912 +466	+6%	+$44.5K	0.02%	558
2025 Q4	$804K	Buy	8,446 +666	+9%	+$63.5K	0.02%	542
2025 Q3	$740K	Buy	7,780 +336	+5%	+$31.6K	0.02%	538
2025 Q2	$699K	Buy	7,444 +1,720	+30%	+$159K	0.02%	522
2025 Q1	$537K	Sell	5,724 -35	-0.6%	-$3.24K	0.02%	576
2024 Q4	$528K	Buy	5,759 +1,198	+26%	+$112K	0.02%	547
2024 Q3	$437K	Buy	+4,561	New	+$431K	0.02%	510
2023 Q3	–	Sell	-2,189	Closed	-$204K	–	664
2023 Q2	$204K	Buy	+2,189	New	+$206K	0.01%	623
2023 Q1	–	Sell	-1,284	Closed	-$119K	–	1152
2022 Q4	$119K	Buy	+1,284	New	+$118K	0.01%	707
2021 Q4	–	Sell	-3,582	Closed	-$387K	–	743
2021 Q3	$387K	Buy	+3,582	New	+$388K	0.02%	559

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's MBB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares MBS ETF (MBB) stake by 5.5% in Q1 2026, buying an estimated $44.5K and bringing the position to 8,912 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #558.

U.S. Capital Wealth Advisors first reported a position in MBB in Q3 2021 and has held it in 10 quarters since. 1,023 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

U.S. Capital Wealth Advisors held 8,912 shares of iShares MBS ETF worth $846K as of Q1 2026.
U.S. Capital Wealth Advisors bought 466 iShares MBS ETF shares in Q1 2026, an estimated $44.5K.
iShares MBS ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #558 holding.
U.S. Capital Wealth Advisors first reported a position in iShares MBS ETF in Q3 2021 and has held it in 10 quarters since.
1,023 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.