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Westover Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Westover Capital 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 		$11.6M Buy
122,526
+2,858
+2% +$270K 1.92% 14
2026
Q1 		$11.4M Buy
119,668
+817
+0.7% +$78.1K 2.09% 11
2025
Q4 		$11.3M Buy
118,851
+6,188
+5% +$590K 2.06% 12
2025
Q3 		$10.7M Buy
112,663
+19,843
+21% +$1.86M 1.98% 13
2025
Q2 		$8.71M Sell
92,820
-1,366
-1% -$127K 1.74% 15
2025
Q1 		$8.83M Buy
94,186
+9,711
+11% +$898K 1.96% 14
2024
Q4 		$7.74M Sell
84,475
-107,327
-56% -$9.99M 1.7% 14
2024
Q3 		$18.4M Buy
191,802
+105,358
+122% +$9.96M 3.53% 4
2024
Q2 		$7.94M Sell
86,444
-548
-0.6% -$49.9K 2.04% 11
2024
Q1 		$8.04M Buy
86,992
+9,324
+12% +$862K 2.35% 10
2023
Q4 		$7.31M Sell
77,668
-797
-1% -$71.5K 2.38% 9
2023
Q3 		$6.97M Sell
78,465
-1,179
-1% -$108K 2.52% 8
2023
Q2 		$7.43M Buy
+79,644
New +$7.49M 2.58% 7
2022
Q1 		– Sell
-76,565
Closed -$8.22M – 186
2021
Q4 		$8.22M Buy
76,565
+30,054
+65% +$3.24M 2.39% 8
2021
Q3 		$5.03M Buy
46,511
+1,206
+3% +$131K 1.57% 20
2021
Q2 		$4.9M Buy
45,305
+1,384
+3% +$150K 1.57% 19
2021
Q1 		$4.76M Buy
43,921
+3,466
+9% +$380K 1.64% 18
2020
Q4 		$4.46M Buy
40,455
+27,734
+218% +$3.05M 1.6% 22
2020
Q3 		$1.4M Buy
+12,721
New +$1.41M 0.58% 50

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Westover Capital Advisors's MBB Position: Q2 2026 in Review

Westover Capital Advisors increased its iShares MBS ETF (MBB) stake by 2.4% in Q2 2026, buying an estimated $270K and bringing the position to 122,526 shares worth $11.6M. The position accounts for 1.92% of the portfolio, ranked #14.

Westover Capital Advisors first reported a position in MBB in Q3 2020 and has held it in 19 quarters since. The position peaked at $18.4M in Q3 2024. 1,027 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Westover Capital Advisors held 122,526 shares of iShares MBS ETF worth $11.6M as of Q2 2026.
  • Westover Capital Advisors bought 2,858 iShares MBS ETF shares in Q2 2026, an estimated $270K.
  • iShares MBS ETF made up 1.92% of Westover Capital Advisors's portfolio in Q2 2026, its #14 holding.
  • Westover Capital Advisors first reported a position in iShares MBS ETF in Q3 2020 and has held it in 19 quarters since.
  • Westover Capital Advisors's iShares MBS ETF position peaked at $18.4M in Q3 2024.
  • 1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.