Curtis Wealth Management’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
Other funds holding MBB
TWIM
TCIIS
Curtis Wealth Management's MBB Position: Q2 2026 in Review
Curtis Wealth Management reduced its iShares MBS ETF (MBB) stake by 2.2% in Q2 2026, selling an estimated $45.3K and leaving 21,227 shares worth $2.01M. The position accounts for 1.7% of the portfolio, ranked #20.
Curtis Wealth Management first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.06M in Q1 2026. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.
- Curtis Wealth Management held 21,227 shares of iShares MBS ETF worth $2.01M as of Q2 2026.
- Curtis Wealth Management sold 479 iShares MBS ETF shares in Q2 2026, an estimated $45.3K.
- iShares MBS ETF made up 1.7% of Curtis Wealth Management's portfolio in Q2 2026, its #20 holding.
- Curtis Wealth Management first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
- Curtis Wealth Management's iShares MBS ETF position peaked at $2.06M in Q1 2026.
- 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.
Based on Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.