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Concord Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Concord Wealth Partners’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 		$10.1K Buy
+107
New +$10.1K ﹤0.01% 572
2026
Q1 		– Sell
-107
Closed -$10.2K – 553
2025
Q4 		$10.2K Hold
107
– – ﹤0.01% 533
2025
Q3 		$10.2K Hold
107
– – ﹤0.01% 540
2025
Q2 		$10K Sell
107
-166
-61% -$15.4K ﹤0.01% 542
2025
Q1 		$25.6K Hold
273
– – ﹤0.01% 407
2024
Q4 		$25K Hold
273
– – ﹤0.01% 424
2024
Q3 		$26.2K Sell
273
-728
-73% -$68.8K ﹤0.01% 434
2024
Q2 		$91.9K Sell
1,001
-49
-5% -$4.46K 0.02% 250
2024
Q1 		$97K Sell
1,050
-639
-38% -$59.1K 0.02% 274
2023
Q4 		$159K Sell
1,689
-969
-36% -$86.9K 0.03% 226
2023
Q3 		$236K Sell
2,658
-607
-19% -$55.5K 0.05% 181
2023
Q2 		$305K Buy
3,265
+1,451
+80% +$136K 0.07% 147
2023
Q1 		$172K Sell
1,814
-1,602
-47% -$151K 0.05% 184
2022
Q4 		$317K Sell
3,416
-18,382
-84% -$1.7M 0.1% 118
2022
Q3 		$2M Sell
21,798
-2,625
-11% -$254K 0.63% 29
2022
Q2 		$2.38M Sell
24,423
-476
-2% -$46.7K 0.65% 28
2022
Q1 		$2.54M Sell
24,899
-8,336
-25% -$870K 0.66% 27
2021
Q4 		$3.57M Buy
33,235
+32,574
+4,928% +$3.51M 0.87% 19
2021
Q3 		$71K Sell
661
-831
-56% -$90.1K 0.03% 171
2021
Q2 		$161K Sell
1,492
-592
-28% -$64.2K 0.05% 163
2021
Q1 		$226K Buy
2,084
+1,688
+426% +$185K 0.08% 116
2020
Q4 		$44K Buy
+396
New +$43.6K 0.03% 224

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

Concord Wealth Partners's MBB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares MBS ETF (MBB) in Q2 2026: 107 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MBB as recently as Q4 2025.

Concord Wealth Partners first reported a position in MBB in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.57M in Q4 2021. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Concord Wealth Partners held 107 shares of iShares MBS ETF worth $10.1K as of Q2 2026.
  • iShares MBS ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #572 holding.
  • Concord Wealth Partners first reported a position in iShares MBS ETF in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's iShares MBS ETF position peaked at $3.57M in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.