CWMK
MBB icon

Caliber Wealth Management (Kansas)’s iShares MBS ETF MBB Stock Holding History

Caliber Wealth Management (Kansas)’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 		$243K Buy
2,570
+167
+7% +$15.8K 0.02% 268
2026
Q1 		$228K Buy
2,403
+88
+4% +$8.41K 0.03% 249
2025
Q4 		$220K Buy
2,315
+25
+1% +$2.38K 0.02% 247
2025
Q3 		$218K Sell
2,290
-365
-14% -$34.3K 0.02% 238
2025
Q2 		$249K Sell
2,655
-329
-11% -$30.5K 0.03% 249
2025
Q1 		$280K Buy
+2,984
New +$276K 0.04% 203

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

Caliber Wealth Management (Kansas)'s MBB Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares MBS ETF (MBB) stake by 6.9% in Q2 2026, buying an estimated $15.8K and bringing the position to 2,570 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #268.

Caliber Wealth Management (Kansas) first reported a position in MBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $280K in Q1 2025. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 2,570 shares of iShares MBS ETF worth $243K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 167 iShares MBS ETF shares in Q2 2026, an estimated $15.8K.
  • iShares MBS ETF made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #268 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares MBS ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s iShares MBS ETF position peaked at $280K in Q1 2025.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.