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Alteri Wealth’s iShares MBS ETF MBB Stock Holding History

Alteri Wealth’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 		$1.24M Buy
13,167
+593
+5% +$56.1K 0.34% 66
2026
Q1 		$1.19M Sell
12,574
-5,893
-32% -$563K 0.39% 56
2025
Q4 		$1.76M Buy
18,467
+118
+0.6% +$11.3K 0.57% 28
2025
Q3 		$1.75M Buy
18,349
+1,794
+11% +$169K 0.6% 26
2025
Q2 		$1.55M Buy
16,555
+712
+4% +$66K 0.6% 31
2025
Q1 		$1.49M Buy
15,843
+2,842
+22% +$263K 0.65% 29
2024
Q4 		$1.19M Buy
+13,001
New +$1.21M 0.33% 42

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

Alteri Wealth's MBB Position: Q2 2026 in Review

Alteri Wealth increased its iShares MBS ETF (MBB) stake by 4.7% in Q2 2026, buying an estimated $56.1K and bringing the position to 13,167 shares worth $1.24M. The position accounts for 0.34% of the portfolio, ranked #66.

Alteri Wealth first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q4 2025. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Alteri Wealth held 13,167 shares of iShares MBS ETF worth $1.24M as of Q2 2026.
  • Alteri Wealth bought 593 iShares MBS ETF shares in Q2 2026, an estimated $56.1K.
  • iShares MBS ETF made up 0.34% of Alteri Wealth's portfolio in Q2 2026, its #66 holding.
  • Alteri Wealth first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's iShares MBS ETF position peaked at $1.76M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.