Bridgewealth Advisory Group’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$264K Buy
2,797
+500
+22% +$47.3K 0.05% 114
2026
Q1
$218K Buy
+2,297
New +$219K 0.05% 123

Other funds holding MBB

Bridgewealth Advisory Group's MBB Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its iShares MBS ETF (MBB) stake by 22% in Q2 2026, buying an estimated $47.3K and bringing the position to 2,797 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #114.

Bridgewealth Advisory Group first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. 1,027 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Bridgewealth Advisory Group held 2,797 shares of iShares MBS ETF worth $264K as of Q2 2026.
  • Bridgewealth Advisory Group bought 500 iShares MBS ETF shares in Q2 2026, an estimated $47.3K.
  • iShares MBS ETF made up 0.05% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #114 holding.
  • Bridgewealth Advisory Group first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.