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

Activest 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
-2,624
Closed -$249K – 1441
2026
Q1 		$249K Hold
2,624
– – 0.04% 128
2025
Q4 		$250K Buy
+2,624
New +$250K 0.05% 131
2025
Q1 		– Sell
-628
Closed -$58.1K – 1130
2024
Q4 		$57.6K Buy
+628
New +$58.5K 0.02% 159

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

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

Activest Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 2,624 shares — an estimated $249K sold.

Activest Wealth Management first reported a position in MBB in Q4 2024 and held it in 3 quarters. The position peaked at $250K in Q4 2025. 395 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Activest Wealth Management reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 2,624 iShares MBS ETF shares in Q2 2026, an estimated $249K.
  • Activest Wealth Management first reported a position in iShares MBS ETF in Q4 2024 and held it in 3 quarters.
  • Activest Wealth Management's iShares MBS ETF position peaked at $250K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.