Centennial Wealth Advisory’s iShares MBS ETF MBB Stock Holding History

Centennial Wealth Advisory’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	$3.25M	Buy	34,392 +118	+0.3%	+$11.2K	0.7%	28
2026 Q1	$3.25M	Buy	34,274 +856	+3%	+$81.8K	0.79%	26
2025 Q4	$3.18M	Buy	33,418 +1,409	+4%	+$134K	0.84%	26
2025 Q3	$3.05M	Buy	32,009 +1,049	+3%	+$98.5K	0.85%	23
2025 Q2	$2.91M	Sell	30,960 -7,610	-20%	-$705K	0.92%	18
2025 Q1	$3.62M	Buy	38,570 +8,926	+30%	+$826K	1.31%	14
2024 Q4	$2.72M	Sell	29,644 -6,586	-18%	-$613K	1.07%	16
2024 Q3	$3.47M	Buy	+36,230	New	+$3.42M	1.35%	14

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Centennial Wealth Advisory's MBB Position: Q2 2026 in Review

Centennial Wealth Advisory increased its iShares MBS ETF (MBB) stake by 0.34% in Q2 2026, buying an estimated $11.2K and bringing the position to 34,392 shares worth $3.25M. The position accounts for 0.7% of the portfolio, ranked #28.

Centennial Wealth Advisory first reported a position in MBB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.62M in Q1 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Centennial Wealth Advisory held 34,392 shares of iShares MBS ETF worth $3.25M as of Q2 2026.
Centennial Wealth Advisory bought 118 iShares MBS ETF shares in Q2 2026, an estimated $11.2K.
iShares MBS ETF made up 0.7% of Centennial Wealth Advisory's portfolio in Q2 2026, its #28 holding.
Centennial Wealth Advisory first reported a position in iShares MBS ETF in Q3 2024 and has held it in 8 quarters since.
Centennial Wealth Advisory's iShares MBS ETF position peaked at $3.62M in Q1 2025.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.