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World Investment Advisors’s iShares MBS ETF MBB Stock Holding History

World Investment 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 		$10.5M Sell
110,380
-542
-0.5% -$51.3K 0.17% 133
2026
Q1 		$10.5M Sell
110,922
-1,961
-2% -$187K 0.17% 134
2025
Q4 		$10.7M Buy
112,883
+56,162
+99% +$5.36M 0.17% 136
2025
Q3 		$5.4M Buy
56,721
+727
+1% +$68.3K 0.11% 203
2025
Q2 		$5.26M Sell
55,994
-5,013
-8% -$465K 0.12% 194
2025
Q1 		$5.72M Sell
61,007
-6,406
-10% -$592K 0.15% 165
2024
Q4 		$6.18M Sell
67,413
-43,819
-39% -$4.08M 0.17% 139
2024
Q3 		$10.7M Buy
111,232
+4,831
+5% +$457K 0.33% 67
2024
Q2 		$9.77M Buy
106,401
+103,622
+3,729% +$9.44M 0.61% 31
2024
Q1 		$257K Sell
2,779
-13,086
-82% -$1.21M 0.04% 329
2023
Q4 		$1.49M Sell
15,865
-8,958
-36% -$803K 0.19% 107
2023
Q3 		$2.2M Sell
24,823
-3,097
-11% -$283K 0.44% 48
2023
Q2 		$2.6M Buy
27,920
+2,087
+8% +$196K 0.5% 40
2023
Q1 		$2.45M Buy
25,833
+16,191
+168% +$1.53M 0.51% 40
2022
Q4 		$894K Buy
9,642
+6,142
+175% +$567K 0.21% 83
2022
Q3 		$321K Buy
3,500
+142
+4% +$13.8K 0.08% 176
2022
Q2 		$335K Sell
3,358
-7,602
-69% -$746K 0.07% 186
2022
Q1 		$1.12M Sell
10,960
-660
-6% -$68.9K 0.23% 74
2021
Q4 		$1.21M Buy
11,620
+7,457
+179% +$803K 0.25% 72
2021
Q3 		$450K Buy
4,163
+446
+12% +$48.4K 0.1% 134
2021
Q2 		$402K Sell
3,717
-24
-0.6% -$2.6K 0.09% 152
2021
Q1 		$405K Sell
3,741
-5,033
-57% -$551K 0.1% 141
2020
Q4 		$965K Buy
+8,774
New +$966K 0.24% 73
2020
Q2 		– Sell
-2,831
Closed -$313K – 177
2020
Q1 		$313K Sell
2,831
-908
-24% -$98.8K 0.15% 92
2019
Q4 		$404K Buy
3,739
+574
+18% +$62K 0.16% 87
2019
Q3 		$343K Buy
3,165
+180
+6% +$19.4K 0.15% 89
2019
Q2 		$323K Buy
2,985
+799
+37% +$85K 0.14% 84
2019
Q1 		$233K Buy
2,186
+255
+13% +$26.8K 0.11% 108
2018
Q4 		$203K Buy
+1,931
New +$199K 0.09% 143

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

World Investment Advisors's MBB Position: Q2 2026 in Review

World Investment Advisors reduced its iShares MBS ETF (MBB) stake by 0.49% in Q2 2026, selling an estimated $51.3K and leaving 110,380 shares worth $10.5M. The position accounts for 0.17% of the portfolio, ranked #133.

World Investment Advisors first reported a position in MBB in Q4 2018 and has held it in 29 quarters since. The position peaked at $10.7M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • World Investment Advisors held 110,380 shares of iShares MBS ETF worth $10.5M as of Q2 2026.
  • World Investment Advisors sold 542 iShares MBS ETF shares in Q2 2026, an estimated $51.3K.
  • iShares MBS ETF made up 0.17% of World Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • World Investment Advisors first reported a position in iShares MBS ETF in Q4 2018 and has held it in 29 quarters since.
  • World Investment Advisors's iShares MBS ETF position peaked at $10.7M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.