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

Aprio 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 		$622K Buy
+6,580
New +$622K 0.03% 332
2026
Q1 		– Sell
-5,472
Closed -$532K – 627
2025
Q4 		$532K Sell
5,472
-1,309
-19% -$125K 0.03% 306
2025
Q3 		$645K Sell
6,781
-315
-4% -$29.6K 0.06% 180
2025
Q2 		$666K Sell
7,096
-2,127
-23% -$197K 0.08% 155
2025
Q1 		$865K Buy
+9,223
New +$853K 0.11% 121

Other funds holding MBB

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

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

Aprio Wealth Management opened a new position in iShares MBS ETF (MBB) in Q2 2026: 6,580 shares worth $622K. The stake represents 0.03% of the portfolio and ranks #332 among its holdings. This is a return to the name: Aprio Wealth Management previously reported a position in MBB as recently as Q4 2025.

Aprio Wealth Management first reported a position in MBB in Q1 2025 and has held it in 5 quarters since. The position peaked at $865K in Q1 2025. 336 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Aprio Wealth Management held 6,580 shares of iShares MBS ETF worth $622K as of Q2 2026.
  • iShares MBS ETF was a new Aprio Wealth Management position in Q2 2026.
  • iShares MBS ETF made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #332 holding.
  • Aprio Wealth Management first reported a position in iShares MBS ETF in Q1 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's iShares MBS ETF position peaked at $865K in Q1 2025.
  • 336 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.