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United Advisor Group’s iShares MBS ETF MBB Stock Holding History

United Advisor Group’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 		$720K Buy
7,586
+760
+11% +$72.6K 0.09% 229
2025
Q4 		$650K Sell
6,826
-984
-13% -$93.9K 0.08% 241
2025
Q3 		$743K Buy
7,810
+714
+10% +$67.1K 0.1% 211
2025
Q2 		$666K Buy
7,096
+4,940
+229% +$458K 0.12% 180
2025
Q1 		$202K Sell
2,156
-1,633
-43% -$151K 0.04% 338
2024
Q4 		$347K Sell
3,789
-3,526
-48% -$328K 0.07% 263
2024
Q3 		$701K Buy
+7,315
New +$691K 0.16% 138

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

United Advisor Group's MBB Position: Q1 2026 in Review

United Advisor Group increased its iShares MBS ETF (MBB) stake by 11% in Q1 2026, buying an estimated $72.6K and bringing the position to 7,586 shares worth $720K. The position accounts for 0.09% of the portfolio, ranked #229.

United Advisor Group first reported a position in MBB in Q3 2024 and has held it in 7 quarters since. The position peaked at $743K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • United Advisor Group held 7,586 shares of iShares MBS ETF worth $720K as of Q1 2026.
  • United Advisor Group bought 760 iShares MBS ETF shares in Q1 2026, an estimated $72.6K.
  • iShares MBS ETF made up 0.09% of United Advisor Group's portfolio in Q1 2026, its #229 holding.
  • United Advisor Group first reported a position in iShares MBS ETF in Q3 2024 and has held it in 7 quarters since.
  • United Advisor Group's iShares MBS ETF position peaked at $743K in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.