C2C Wealth Management’s iShares MBS ETF MBB Stock Holding History

C2C 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	–	Sell	-2,526	Closed	-$240K	–	97
2026 Q1	$240K	Hold	2,526	–	–	0.2%	80
2025 Q4	$241K	Sell	2,526 -398	-14%	-$38K	0.2%	77
2025 Q3	$278K	Hold	2,924	–	–	0.24%	70
2025 Q2	$275K	Hold	2,924	–	–	0.25%	71
2025 Q1	$274K	Sell	2,924 -90	-3%	-$8.32K	0.26%	69
2024 Q4	$276K	Hold	3,014	–	–	0.26%	71
2024 Q3	$280K	Sell	3,014 -27	-0.9%	-$2.55K	0.26%	71
2024 Q2	$279K	Hold	3,041	–	–	0.27%	73
2024 Q1	$281K	Hold	3,041	–	–	0.28%	69
2023 Q4	$286K	Hold	3,041	–	–	0.24%	88
2023 Q3	$267K	Hold	3,041	–	–	0.04%	205
2023 Q2	$284K	Hold	3,041	–	–	0.04%	207
2023 Q1	$289K	Hold	3,041	–	–	0.05%	197
2022 Q4	$292K	Hold	3,041	–	–	0.05%	138
2022 Q3	$282K	Hold	3,041	–	–	0.06%	142
2022 Q2	$297K	Hold	3,041	–	–	0.05%	143
2022 Q1	$299K	Hold	3,041	–	–	0.05%	152
2021 Q4	$327K	Buy	+3,041	New	+$327K	0.05%	166

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

C2C Wealth Management's MBB Position: Q2 2026 in Review

C2C Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 2,526 shares — an estimated $240K sold.

C2C Wealth Management first reported a position in MBB in Q4 2021 and held it in 18 quarters. The position peaked at $327K in Q4 2021. 187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

C2C Wealth Management reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
C2C Wealth Management sold 2,526 iShares MBS ETF shares in Q2 2026, an estimated $240K.
C2C Wealth Management first reported a position in iShares MBS ETF in Q4 2021 and held it in 18 quarters.
C2C Wealth Management's iShares MBS ETF position peaked at $327K in Q4 2021.
187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.