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Beaird Harris Wealth Management’s iShares MBS ETF MBB Stock Holding History

Beaird Harris 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 		$33.8K Buy
+358
New +$33.9K ﹤0.01% 291
2024
Q4 		– Sell
-94
Closed -$9.01K – 524
2024
Q3 		$9.01K Buy
94
+60
+176% +$5.67K ﹤0.01% 345
2024
Q2 		$3.12K Buy
+34
New +$3.1K ﹤0.01% 490
2022
Q2 		– Sell
-86
Closed -$9K – 520
2022
Q1 		$9K Hold
86
– – ﹤0.01% 349
2021
Q4 		$9K Buy
+86
New +$9.26K ﹤0.01% 416

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Beaird Harris Wealth Management's MBB Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in iShares MBS ETF (MBB) in Q2 2026: 358 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in MBB as recently as Q3 2024.

Beaird Harris Wealth Management first reported a position in MBB in Q4 2021 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Beaird Harris Wealth Management held 358 shares of iShares MBS ETF worth $33.8K as of Q2 2026.
  • iShares MBS ETF was a new Beaird Harris Wealth Management position in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #291 holding.
  • Beaird Harris Wealth Management first reported a position in iShares MBS ETF in Q4 2021 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.