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

Adams 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	$781K	Buy	8,259 +4,787	+138%	+$453K	0.15%	88
2026 Q1	$330K	Sell	3,472 -41	-1%	-$3.92K	0.07%	117
2025 Q4	$335K	Sell	3,513 -1,431	-29%	-$136K	0.07%	126
2025 Q3	$470K	Sell	4,944 -57	-1%	-$5.36K	0.1%	96
2025 Q2	$470K	Buy	5,001 +140	+3%	+$13K	0.09%	101
2025 Q1	$456K	Buy	4,861 +91	+2%	+$8.42K	0.09%	98
2024 Q4	$437K	Sell	4,770 -774	-14%	-$72.1K	0.08%	94
2024 Q3	$531K	Sell	5,544 -373	-6%	-$35.3K	0.11%	87
2024 Q2	$543K	Sell	5,917 -673	-10%	-$61.3K	0.13%	78
2024 Q1	$609K	Buy	6,590 +317	+5%	+$29.3K	0.15%	77
2023 Q4	$590K	Buy	+6,273	New	+$563K	0.17%	74

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

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

Adams Wealth Management increased its iShares MBS ETF (MBB) stake by 138% in Q2 2026, buying an estimated $453K and bringing the position to 8,259 shares worth $781K. The position accounts for 0.15% of the portfolio, ranked #88.

Adams Wealth Management first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Adams Wealth Management held 8,259 shares of iShares MBS ETF worth $781K as of Q2 2026.
Adams Wealth Management bought 4,787 iShares MBS ETF shares in Q2 2026, an estimated $453K.
iShares MBS ETF made up 0.15% of Adams Wealth Management's portfolio in Q2 2026, its #88 holding.
Adams Wealth Management first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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