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Bravera Wealth’s iShares MBS ETF MBB Stock Holding History

Bravera Wealth’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 		$16.1K Sell
170
-375
-69% -$35.5K 0.01% 241
2026
Q1 		$51.7K Buy
545
+375
+221% +$35.8K 0.02% 185
2025
Q4 		$16.2K Buy
+170
New +$16.2K 0.01% 245

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

Bravera Wealth's MBB Position: Q2 2026 in Review

Bravera Wealth reduced its iShares MBS ETF (MBB) stake by 69% in Q2 2026, selling an estimated $35.5K and leaving 170 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #241.

Bravera Wealth first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $51.7K in Q1 2026. 336 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Bravera Wealth held 170 shares of iShares MBS ETF worth $16.1K as of Q2 2026.
  • Bravera Wealth sold 375 iShares MBS ETF shares in Q2 2026, an estimated $35.5K.
  • iShares MBS ETF made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #241 holding.
  • Bravera Wealth first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's iShares MBS ETF position peaked at $51.7K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.