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Cornerstone Planning Group’s iShares MBS ETF MBB Stock Holding History

Cornerstone Planning Group’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 		$4.13M Buy
44,293
+5,567
+14% +$526K 0.52% 29
2026
Q1 		$3.65M Buy
38,726
+8,860
+30% +$846K 0.49% 33
2025
Q4 		$2.86M Buy
29,866
+3,389
+13% +$323K 0.45% 34
2025
Q3 		$2.53M Buy
26,477
+25,741
+3,497% +$2.42M 0.41% 37
2025
Q2 		$69K Sell
736
-244
-25% -$22.6K 0.01% 193
2025
Q1 		$90.5K Buy
980
+20
+2% +$1.85K 0.02% 155
2024
Q4 		$88.4K Sell
960
-118
-11% -$11K 0.02% 119
2024
Q3 		$100K Sell
1,078
-468
-30% -$44.2K 0.03% 113
2024
Q2 		$147K Sell
1,546
-773
-33% -$70.4K 0.04% 100
2024
Q1 		$210K Sell
2,319
-2,897
-56% -$268K 0.07% 71
2023
Q4 		$491K Sell
5,216
-3,070
-37% -$275K 0.16% 43
2023
Q3 		$736K Sell
8,286
-2,134
-20% -$195K 0.28% 36
2023
Q2 		$972K Buy
+10,420
New +$980K 0.38% 29
2022
Q4 		$1.01M Buy
+10,546
New +$973K 0.42% 41

Other funds holding MBB

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cornerstone Planning Group's MBB Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares MBS ETF (MBB) stake by 14% in Q2 2026, buying an estimated $526K and bringing the position to 44,293 shares worth $4.13M. The position accounts for 0.52% of the portfolio, ranked #29.

Cornerstone Planning Group first reported a position in MBB in Q4 2022 and has held it in 14 quarters since. 680 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Cornerstone Planning Group held 44,293 shares of iShares MBS ETF worth $4.13M as of Q2 2026.
  • Cornerstone Planning Group bought 5,567 iShares MBS ETF shares in Q2 2026, an estimated $526K.
  • iShares MBS ETF made up 0.52% of Cornerstone Planning Group's portfolio in Q2 2026, its #29 holding.
  • Cornerstone Planning Group first reported a position in iShares MBS ETF in Q4 2022 and has held it in 14 quarters since.
  • 680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.