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Beacon Bridge Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Beacon Bridge Wealth Partners’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 		$10.9M Buy
115,183
+1,989
+2% +$188K 3.1% 8
2026
Q1 		$10.7M Sell
113,194
-4,550
-4% -$435K 3.6% 7
2025
Q4 		$11.2M Buy
117,744
+7,104
+6% +$678K 3.72% 7
2025
Q3 		$10.5M Buy
110,640
+4,553
+4% +$428K 3.74% 9
2025
Q2 		$9.96M Sell
106,087
-2,305
-2% -$214K 3.95% 9
2025
Q1 		$10.2M Buy
108,392
+1,907
+2% +$176K 4.34% 6
2024
Q4 		$9.76M Sell
106,485
-18,129
-15% -$1.69M 4.15% 5
2024
Q3 		$11.9M Buy
124,614
+7,046
+6% +$666K 5.13% 3
2024
Q2 		$10.8M Sell
117,568
-1,459
-1% -$133K 4.95% 3
2024
Q1 		$11M Buy
119,027
+8,473
+8% +$784K 5.19% 2
2023
Q4 		$10.4M Buy
110,554
+21,915
+25% +$1.97M 5.19% 2
2023
Q3 		$7.87M Buy
88,639
+51,881
+141% +$4.74M 4.15% 6
2023
Q2 		$3.43M Buy
36,758
+6,282
+21% +$591K 1.75% 16
2023
Q1 		$2.89M Buy
30,476
+9,954
+49% +$940K 1.73% 17
2022
Q4 		$1.9M Buy
+20,522
New +$1.89M 1.38% 19

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

Beacon Bridge Wealth Partners's MBB Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its iShares MBS ETF (MBB) stake by 1.8% in Q2 2026, buying an estimated $188K and bringing the position to 115,183 shares worth $10.9M. The position accounts for 3.1% of the portfolio, ranked #8.

Beacon Bridge Wealth Partners first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.9M in Q3 2024. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Beacon Bridge Wealth Partners held 115,183 shares of iShares MBS ETF worth $10.9M as of Q2 2026.
  • Beacon Bridge Wealth Partners bought 1,989 iShares MBS ETF shares in Q2 2026, an estimated $188K.
  • iShares MBS ETF made up 3.1% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Beacon Bridge Wealth Partners first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
  • Beacon Bridge Wealth Partners's iShares MBS ETF position peaked at $11.9M in Q3 2024.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.