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

Axxcess 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 		$11.7M Buy
123,750
+17,725
+17% +$1.68M 0.19% 117
2026
Q1 		$10.1M Buy
106,025
+88,149
+493% +$8.42M 0.32% 70
2025
Q4 		$1.7M Sell
17,876
-1,513
-8% -$144K 0.03% 404
2025
Q3 		$1.84M Sell
19,389
-870
-4% -$81.7K 0.04% 333
2025
Q2 		$1.9M Buy
20,259
+3,524
+21% +$327K 0.04% 299
2025
Q1 		$1.57M Sell
16,735
-3,395
-17% -$314K 0.04% 302
2024
Q4 		$1.85M Sell
20,130
-8,251
-29% -$768K 0.04% 292
2024
Q3 		$2.72M Buy
28,381
+22,599
+391% +$2.14M 0.07% 213
2024
Q2 		$531K Sell
5,782
-4,134
-42% -$377K 0.01% 513
2024
Q1 		$916K Sell
9,916
-1,513
-13% -$140K 0.03% 392
2023
Q4 		$1.08M Sell
11,429
-30,525
-73% -$2.74M 0.03% 344
2023
Q3 		$3.73M Buy
41,954
+25,923
+162% +$2.37M 0.13% 132
2023
Q2 		$1.5M Sell
16,031
-6,444
-29% -$606K 0.11% 173
2023
Q1 		$2.13M Buy
22,475
+5,889
+36% +$556K 0.16% 132
2022
Q4 		$1.54M Buy
16,586
+2,709
+20% +$250K 0.13% 158
2022
Q3 		$1.27M Sell
13,877
-6,807
-33% -$660K 0.12% 160
2022
Q2 		$2.02M Sell
20,684
-3,349
-14% -$328K 0.19% 108
2022
Q1 		$2.45M Buy
24,033
+1,010
+4% +$105K 0.19% 102
2021
Q4 		$2.47M Buy
+23,023
New +$2.48M 0.18% 101

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Axxcess Wealth Management increased its iShares MBS ETF (MBB) stake by 17% in Q2 2026, buying an estimated $1.68M and bringing the position to 123,750 shares worth $11.7M. The position accounts for 0.19% of the portfolio, ranked #117.

Axxcess Wealth Management first reported a position in MBB in Q4 2021 and has held it in 19 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Axxcess Wealth Management held 123,750 shares of iShares MBS ETF worth $11.7M as of Q2 2026.
  • Axxcess Wealth Management bought 17,725 iShares MBS ETF shares in Q2 2026, an estimated $1.68M.
  • iShares MBS ETF made up 0.19% of Axxcess Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Axxcess Wealth Management first reported a position in iShares MBS ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.