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

Cyndeo 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 		$1.21M Buy
12,803
+206
+2% +$19.5K 0.06% 236
2026
Q1 		$1.2M Buy
12,597
+3,195
+34% +$305K 0.06% 220
2025
Q4 		$895K Buy
9,402
+743
+9% +$70.9K 0.05% 249
2025
Q3 		$824K Buy
8,659
+147
+2% +$13.8K 0.05% 257
2025
Q2 		$799K Buy
8,512
+1,042
+14% +$96.6K 0.05% 252
2025
Q1 		$701K Sell
7,470
-2,296
-24% -$212K 0.05% 256
2024
Q4 		$895K Buy
9,766
+725
+8% +$67.5K 0.06% 225
2024
Q3 		$866K Buy
9,041
+816
+10% +$77.1K 0.06% 231
2024
Q2 		$755K Buy
8,225
+1,105
+16% +$101K 0.06% 237
2024
Q1 		$658K Buy
7,120
+2,031
+40% +$188K 0.05% 233
2023
Q4 		$479K Buy
+5,089
New +$456K 0.04% 254

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its iShares MBS ETF (MBB) stake by 1.6% in Q2 2026, buying an estimated $19.5K and bringing the position to 12,803 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #236.

Cyndeo Wealth Partners first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. 247 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Cyndeo Wealth Partners held 12,803 shares of iShares MBS ETF worth $1.21M as of Q2 2026.
  • Cyndeo Wealth Partners bought 206 iShares MBS ETF shares in Q2 2026, an estimated $19.5K.
  • iShares MBS ETF made up 0.06% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #236 holding.
  • Cyndeo Wealth Partners first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
  • 247 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.