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W Advisors LLC’s iShares MBS ETF MBB Stock Holding History

W Advisors LLC’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 		$680K Buy
7,194
+407
+6% +$38.5K 0.31% 70
2026
Q1 		$644K Buy
6,787
+456
+7% +$43.6K 0.33% 68
2025
Q4 		$603K Buy
6,331
+622
+11% +$59.3K 0.3% 71
2025
Q3 		$543K Buy
5,709
+135
+2% +$12.7K 0.29% 73
2025
Q2 		$523K Hold
5,574
– – 0.3% 71
2025
Q1 		$523K Sell
5,574
-65
-1% -$6.01K 0.33% 69
2024
Q4 		$517K Buy
5,639
+564
+11% +$52.5K 0.32% 66
2024
Q3 		$486K Buy
5,075
+957
+23% +$90.5K 0.3% 66
2024
Q2 		$378K Sell
4,118
-211
-5% -$19.2K 0.25% 74
2024
Q1 		$400K Buy
4,329
+124
+3% +$11.5K 0.27% 70
2023
Q4 		$396K Buy
4,205
+730
+21% +$65.5K 0.29% 70
2023
Q3 		$309K Sell
3,475
-2,415
-41% -$221K 0.25% 81
2023
Q2 		$549K Sell
5,890
-1,256
-18% -$118K 0.43% 54
2023
Q1 		$677K Buy
7,146
+1,783
+33% +$168K 0.56% 45
2022
Q4 		$497K Buy
+5,363
New +$495K 0.41% 62

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

W Advisors LLC's MBB Position: Q2 2026 in Review

W Advisors LLC increased its iShares MBS ETF (MBB) stake by 6% in Q2 2026, buying an estimated $38.5K and bringing the position to 7,194 shares worth $680K. The position accounts for 0.31% of the portfolio, ranked #70.

W Advisors LLC first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. 487 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • W Advisors LLC held 7,194 shares of iShares MBS ETF worth $680K as of Q2 2026.
  • W Advisors LLC bought 407 iShares MBS ETF shares in Q2 2026, an estimated $38.5K.
  • iShares MBS ETF made up 0.31% of W Advisors LLC's portfolio in Q2 2026, its #70 holding.
  • W Advisors LLC first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
  • 487 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.