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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.05M Buy
11,159
+627
+6% +$59.3K 0.04% 158
2026
Q1
$1M Buy
+10,532
New +$1.01M 0.04% 152
2025
Q3
Sell
-2,454
Closed -$230K 329
2025
Q2
$230K Sell
2,454
-11
-0.4% -$1.02K 0.01% 288
2025
Q1
$231K Buy
+2,465
New +$228K 0.01% 278
2024
Q3
Sell
-2,983
Closed -$274K 332
2024
Q2
$274K Sell
2,983
-525
-15% -$47.8K 0.01% 277
2024
Q1
$324K Buy
3,508
+33
+0.9% +$3.05K 0.02% 258
2023
Q4
$327K Buy
+3,475
New +$312K 0.02% 255

Other funds holding MBB

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

Connecticut Wealth Management increased its iShares MBS ETF (MBB) stake by 6% in Q2 2026, buying an estimated $59.3K and bringing the position to 11,159 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #158.

Connecticut Wealth Management first reported a position in MBB in Q4 2023 and has held it in 7 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Connecticut Wealth Management held 11,159 shares of iShares MBS ETF worth $1.05M as of Q2 2026.
  • Connecticut Wealth Management bought 627 iShares MBS ETF shares in Q2 2026, an estimated $59.3K.
  • iShares MBS ETF made up 0.04% of Connecticut Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Connecticut Wealth Management first reported a position in iShares MBS ETF in Q4 2023 and has held it in 7 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.