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

Centurion 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	$3.24M	Sell	34,280 -724	-2%	-$68.5K	0.77%	32
2026 Q1	$3.32M	Buy	35,004 +682	+2%	+$65.2K	0.75%	33
2025 Q4	$3.27M	Buy	34,322 +1,171	+4%	+$112K	0.72%	33
2025 Q3	$3.15M	Buy	33,151 +1,799	+6%	+$169K	0.72%	30
2025 Q2	$2.94M	Sell	31,352 -4,406	-12%	-$408K	0.84%	28
2025 Q1	$3.28M	Hold	35,758	–	–	1.03%	24
2024 Q4	$3.28M	Sell	35,758 -7,809	-18%	-$727K	1.03%	24
2024 Q3	$4.17M	Buy	+43,567	New	+$4.12M	1.33%	18
2024 Q1	$3.93M	Buy	42,494 +3,544	+9%	+$328K	1.55%	16
2023 Q4	$3.66M	Buy	38,950 +4,216	+12%	+$378K	1.57%	14
2023 Q3	$3.08M	Sell	34,734 -6,870	-17%	-$628K	1.51%	15
2023 Q2	$3.88M	Buy	41,604 +566	+1%	+$53.2K	1.87%	13
2023 Q1	$3.89M	Buy	41,038 +10,449	+34%	+$987K	1.97%	13
2022 Q4	$2.84M	Buy	+30,589	New	+$2.82M	1.6%	16

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

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

Centurion Wealth Management reduced its iShares MBS ETF (MBB) stake by 2.1% in Q2 2026, selling an estimated $68.5K and leaving 34,280 shares worth $3.24M. The position accounts for 0.77% of the portfolio, ranked #32.

Centurion Wealth Management first reported a position in MBB in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.17M in Q3 2024. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Centurion Wealth Management held 34,280 shares of iShares MBS ETF worth $3.24M as of Q2 2026.
Centurion Wealth Management sold 724 iShares MBS ETF shares in Q2 2026, an estimated $68.5K.
iShares MBS ETF made up 0.77% of Centurion Wealth Management's portfolio in Q2 2026, its #32 holding.
Centurion Wealth Management first reported a position in iShares MBS ETF in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's iShares MBS ETF position peaked at $4.17M in Q3 2024.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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