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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

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

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. 1,026 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.
  • 1,026 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.