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Advus Financial Partners, LLC’s iShares MBS ETF MBB Stock Holding History

Advus Financial Partners, 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 		$5.1M Buy
53,956
+1,022
+2% +$96.6K 1.16% 17
2026
Q1 		$5.03M Buy
52,934
+172
+0.3% +$16.4K 1.26% 17
2025
Q4 		$5.02M Buy
52,762
+328
+0.6% +$31.3K 1.22% 17
2025
Q3 		$4.99M Buy
52,434
+500
+1% +$47K 1.2% 18
2025
Q2 		$4.88M Sell
51,934
-454
-0.9% -$42.1K 1.25% 16
2025
Q1 		$4.91M Sell
52,388
-1,367
-3% -$126K 1.38% 14
2024
Q4 		$4.93M Buy
53,755
+3,022
+6% +$281K 1.39% 14
2024
Q3 		$4.86M Buy
50,733
+593
+1% +$56K 1.39% 13
2024
Q2 		$4.6M Sell
50,140
-238
-0.5% -$21.7K 1.4% 15
2024
Q1 		$4.66M Buy
50,378
+591
+1% +$54.7K 1.44% 15
2023
Q4 		$4.68M Buy
49,787
+2,023
+4% +$181K 1.61% 15
2023
Q3 		$4.24M Sell
47,764
-15,665
-25% -$1.43M 1.67% 14
2023
Q2 		$5.92M Buy
63,429
+1,615
+3% +$152K 2.28% 11
2023
Q1 		$5.86M Buy
61,814
+31,120
+101% +$2.94M 2.42% 11
2022
Q4 		$2.85M Buy
30,694
+6,580
+27% +$607K 1.24% 19
2022
Q3 		$2.21M Buy
24,114
+1,308
+6% +$127K 1.17% 21
2022
Q2 		$2.22M Buy
22,806
+11,675
+105% +$1.15M 1.17% 21
2022
Q1 		$1.13M Buy
+11,131
New +$1.16M 0.58% 31

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

Advus Financial Partners, LLC's MBB Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its iShares MBS ETF (MBB) stake by 1.9% in Q2 2026, buying an estimated $96.6K and bringing the position to 53,956 shares worth $5.1M. The position accounts for 1.16% of the portfolio, ranked #17.

Advus Financial Partners, LLC first reported a position in MBB in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.92M in Q2 2023. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Advus Financial Partners, LLC held 53,956 shares of iShares MBS ETF worth $5.1M as of Q2 2026.
  • Advus Financial Partners, LLC bought 1,022 iShares MBS ETF shares in Q2 2026, an estimated $96.6K.
  • iShares MBS ETF made up 1.16% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #17 holding.
  • Advus Financial Partners, LLC first reported a position in iShares MBS ETF in Q1 2022 and has held it in 18 quarters since.
  • Advus Financial Partners, LLC's iShares MBS ETF position peaked at $5.92M in Q2 2023.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.