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5T Wealth’s iShares MBS ETF MBB Stock Holding History

5T Wealth’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 		$3.18M Sell
33,659
-1,831
-5% -$173K 1.18% 22
2026
Q1 		$3.37M Buy
35,490
+3,009
+9% +$287K 1.33% 23
2025
Q4 		$3.09M Buy
32,481
+2,336
+8% +$223K 1.24% 24
2025
Q3 		$2.87M Buy
30,145
+3,523
+13% +$331K 1.25% 23
2025
Q2 		$2.5M Sell
26,622
-93
-0.3% -$8.62K 1.19% 26
2025
Q1 		$2.51M Sell
26,715
-3,266
-11% -$302K 1.34% 21
2024
Q4 		$2.75M Buy
+29,981
New +$2.79M 1.5% 18

Other funds holding MBB

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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

5T Wealth's MBB Position: Q2 2026 in Review

5T Wealth reduced its iShares MBS ETF (MBB) stake by 5.2% in Q2 2026, selling an estimated $173K and leaving 33,659 shares worth $3.18M. The position accounts for 1.18% of the portfolio, ranked #22.

5T Wealth first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.37M in Q1 2026. 374 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • 5T Wealth held 33,659 shares of iShares MBS ETF worth $3.18M as of Q2 2026.
  • 5T Wealth sold 1,831 iShares MBS ETF shares in Q2 2026, an estimated $173K.
  • iShares MBS ETF made up 1.18% of 5T Wealth's portfolio in Q2 2026, its #22 holding.
  • 5T Wealth first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 5T Wealth's iShares MBS ETF position peaked at $3.37M in Q1 2026.
  • 374 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.