AWM
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Accurate Wealth Management’s iShares MBS ETF MBB Stock Holding History

Accurate 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 		– Sell
-2,384
Closed -$226K – 596
2026
Q1 		$226K Sell
2,384
-77
-3% -$7.36K 0.03% 488
2025
Q4 		$236K Sell
2,461
-421
-15% -$40.2K 0.03% 458
2025
Q3 		$275K Buy
2,882
+290
+11% +$27.2K 0.04% 413
2025
Q2 		$242K Buy
2,592
+343
+15% +$31.8K 0.04% 400
2025
Q1 		$207K Sell
2,249
-1,811
-45% -$168K 0.04% 365
2024
Q4 		$368K Buy
4,060
+249
+7% +$23.2K 0.07% 251
2024
Q3 		$360K Buy
+3,811
New +$360K 0.07% 258
2023
Q1 		– Sell
-1,784
Closed -$169K – 929
2022
Q4 		$169K Sell
1,784
-1,574
-47% -$145K 0.06% 231
2022
Q3 		$293K Sell
3,358
-38
-1% -$3.68K 0.12% 136
2022
Q2 		$331K Sell
3,396
-690
-17% -$67.7K 0.18% 107
2022
Q1 		$416K Buy
+4,086
New +$426K 0.19% 101

Other funds holding MBB

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

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

Accurate Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 2,384 shares — an estimated $226K sold.

Accurate Wealth Management first reported a position in MBB in Q1 2022 and held it in 11 quarters. The position peaked at $416K in Q1 2022. 407 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Accurate Wealth Management reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 2,384 iShares MBS ETF shares in Q2 2026, an estimated $226K.
  • Accurate Wealth Management first reported a position in iShares MBS ETF in Q1 2022 and held it in 11 quarters.
  • Accurate Wealth Management's iShares MBS ETF position peaked at $416K in Q1 2022.
  • 407 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.