VisionPoint Advisory Group’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.82M Buy
19,256
+15,841
+464% +$1.5M 0.3% 77
2026
Q1
$324K Buy
+3,415
New +$326K 0.06% 317
2025
Q3
Sell
-17,089
Closed -$1.6M 402
2025
Q2
$1.6M Buy
+17,089
New +$1.58M 0.35% 79
2024
Q2
Sell
-15
Closed -$1.37K 854
2024
Q1
$1.41K Buy
15
+14
+1,400% +$1.29K ﹤0.01% 708
2023
Q4
$21 Sell
1
-220
-100% -$19.7K ﹤0.01% 721
2023
Q3
$19.6K Buy
+221
New +$20.2K 0.01% 380

Other funds holding MBB

VisionPoint Advisory Group's MBB Position: Q2 2026 in Review

VisionPoint Advisory Group increased its iShares MBS ETF (MBB) stake by 464% in Q2 2026, buying an estimated $1.5M and bringing the position to 19,256 shares worth $1.82M. The position accounts for 0.3% of the portfolio, ranked #77.

VisionPoint Advisory Group first reported a position in MBB in Q3 2023 and has held it in 6 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • VisionPoint Advisory Group held 19,256 shares of iShares MBS ETF worth $1.82M as of Q2 2026.
  • VisionPoint Advisory Group bought 15,841 iShares MBS ETF shares in Q2 2026, an estimated $1.5M.
  • iShares MBS ETF made up 0.3% of VisionPoint Advisory Group's portfolio in Q2 2026, its #77 holding.
  • VisionPoint Advisory Group first reported a position in iShares MBS ETF in Q3 2023 and has held it in 6 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.