WA
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WestEnd Advisors’s iShares MBS ETF MBB Stock Holding History

WestEnd 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
Q2 		$15.5K Hold
164
– – ﹤0.01% 79
2026
Q1 		$15.6K Hold
164
– – ﹤0.01% 73
2025
Q4 		$15.6K Hold
164
– – ﹤0.01% 75
2025
Q3 		$15.6K Buy
164
+14
+9% +$1.31K ﹤0.01% 69
2025
Q2 		$14.1K Hold
150
– – ﹤0.01% 74
2025
Q1 		$14.1K Hold
150
– – ﹤0.01% 70
2024
Q4 		$13.8K Hold
150
– – ﹤0.01% 72
2024
Q3 		$14.4K Buy
150
+69
+85% +$6.52K ﹤0.01% 65
2024
Q2 		$7.44K Hold
81
– – ﹤0.01% 68
2024
Q1 		$7.49K Hold
81
– – ﹤0.01% 67
2023
Q4 		$7.62K Buy
+81
New +$7.26K ﹤0.01% 68

Other funds holding MBB

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

WestEnd Advisors's MBB Position: Q2 2026 in Review

WestEnd Advisors held its iShares MBS ETF (MBB) position steady in Q2 2026 at 164 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #79.

WestEnd Advisors first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.6K in Q4 2025. 336 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • WestEnd Advisors held 164 shares of iShares MBS ETF worth $15.5K as of Q2 2026.
  • WestEnd Advisors left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #79 holding.
  • WestEnd Advisors first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
  • WestEnd Advisors's iShares MBS ETF position peaked at $15.6K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.