Abound Wealth Management’s iShares MBS ETF MBB Stock Holding History

Abound Wealth Management’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	$9.39K	Hold	99	–	–	﹤0.01%	478
2026 Q1	$9.43K	Buy	+99	New	+$9.46K	﹤0.01%	565
2025 Q2	–	Sell	-1,225	Closed	-$115K	–	1329
2025 Q1	$115K	Buy	+1,225	New	+$113K	0.04%	99
2024 Q4	–	Sell	-95	Closed	-$9.1K	–	1310
2024 Q3	$9.1K	Buy	+95	New	+$8.98K	﹤0.01%	432
2023 Q3	–	Sell	-235	Closed	-$21.9K	–	1200
2023 Q2	$21.9K	Buy	+235	New	+$22.1K	0.01%	209
2022 Q2	–	Sell	-30	Closed	-$3.06K	–	125
2022 Q1	$3.06K	Buy	+30	New	+$3.13K	﹤0.01%	104

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Abound Wealth Management's MBB Position: Q2 2026 in Review

Abound Wealth Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 99 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Abound Wealth Management first reported a position in MBB in Q1 2022 and has held it in 6 quarters since. The position peaked at $115K in Q1 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Abound Wealth Management held 99 shares of iShares MBS ETF worth $9.39K as of Q2 2026.
Abound Wealth Management left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #478 holding.
Abound Wealth Management first reported a position in iShares MBS ETF in Q1 2022 and has held it in 6 quarters since.
Abound Wealth Management's iShares MBS ETF position peaked at $115K in Q1 2025.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.