Action Point Financial Planning’s iShares MBS ETF MBB Stock Holding History

Action Point Financial Planning’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	$426K	Buy	+4,508	New	+$426K	0.04%	287

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

Action Point Financial Planning's MBB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares MBS ETF (MBB) in Q2 2026: 4,508 shares worth $426K. The stake represents 0.04% of the portfolio and ranks #287 among its holdings.

1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Action Point Financial Planning held 4,508 shares of iShares MBS ETF worth $426K as of Q2 2026.
iShares MBS ETF was a new Action Point Financial Planning position in Q2 2026.
iShares MBS ETF made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #287 holding.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.