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Buck Wealth Strategies’s iShares MBS ETF MBB Stock Holding History

Buck Wealth Strategies’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 		$1.57M Sell
16,585
-1,266
-7% -$120K 0.16% 76
2026
Q1 		$1.69M Buy
+17,851
New +$1.71M 0.21% 51
2023
Q4 		– Sell
-30
Closed -$2.68K – 238
2023
Q3 		$2.68K Buy
+30
New +$2.74K ﹤0.01% 291

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

Buck Wealth Strategies's MBB Position: Q2 2026 in Review

Buck Wealth Strategies reduced its iShares MBS ETF (MBB) stake by 7.1% in Q2 2026, selling an estimated $120K and leaving 16,585 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #76.

Buck Wealth Strategies first reported a position in MBB in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.69M in Q1 2026. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Buck Wealth Strategies held 16,585 shares of iShares MBS ETF worth $1.57M as of Q2 2026.
  • Buck Wealth Strategies sold 1,266 iShares MBS ETF shares in Q2 2026, an estimated $120K.
  • iShares MBS ETF made up 0.16% of Buck Wealth Strategies's portfolio in Q2 2026, its #76 holding.
  • Buck Wealth Strategies first reported a position in iShares MBS ETF in Q3 2023 and has held it in 3 quarters since.
  • Buck Wealth Strategies's iShares MBS ETF position peaked at $1.69M in Q1 2026.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.