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

Consultiva 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	–	Sell	-61	Closed	-$5.79K	–	283
2026 Q1	$5.79K	Hold	61	–	–	0.02%	223
2025 Q4	$5.81K	Hold	61	–	–	0.02%	220
2025 Q3	$5.8K	Hold	61	–	–	0.02%	227
2025 Q2	$5.73K	Hold	61	–	–	0.02%	235
2025 Q1	$5.72K	Hold	61	–	–	0.02%	237
2024 Q4	$5.59K	Hold	61	–	–	0.03%	138
2024 Q3	$5.84K	Hold	61	–	–	0.05%	25
2024 Q2	$5.6K	Hold	61	–	–	0.05%	23
2024 Q1	$5.64K	Buy	+61	New	+$5.64K	0.05%	20
2023 Q3	$5.42K	Hold	61	–	–	0.14%	26
2023 Q2	$5.69K	Hold	61	–	–	0.14%	31
2023 Q1	$5.78K	Hold	61	–	–	0.15%	30
2022 Q4	$5.66K	Hold	61	–	–	0.15%	31
2022 Q3	$6K	Hold	61	–	–	0.17%	29
2022 Q2	$6K	Hold	61	–	–	0.17%	30
2022 Q1	$6K	Hold	61	–	–	0.14%	28
2021 Q4	$7K	Hold	61	–	–	0.16%	28
2021 Q3	$7K	Buy	+61	New	+$6.62K	0.16%	28
2021 Q1	$145K	Hold	1,338	–	–	3.15%	7
2020 Q4	$147K	Buy	+1,338	New	+$147K	3.43%	6
2019 Q2	$147K	Buy	+1,356	New	+$144K	2.99%	7

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

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

Consultiva Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 61 shares — an estimated $5.79K sold.

Consultiva Wealth Management first reported a position in MBB in Q2 2019 and held it in 21 quarters. The position peaked at $147K in Q4 2020. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Consultiva Wealth Management reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
Consultiva Wealth Management sold 61 iShares MBS ETF shares in Q2 2026, an estimated $5.79K.
Consultiva Wealth Management first reported a position in iShares MBS ETF in Q2 2019 and held it in 21 quarters.
Consultiva Wealth Management's iShares MBS ETF position peaked at $147K in Q4 2020.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.