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

Darwin 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	$8.03M	Buy	84,918 +3,991	+5%	+$377K	2.2%	10
2026 Q1	$7.68M	Buy	+80,927	New	+$7.73M	2.39%	9
2025 Q3	–	Sell	-4	Closed	-$375	–	634
2025 Q2	$375	Hold	4	–	–	﹤0.01%	567
2025 Q1	$366	Hold	4	–	–	﹤0.01%	595
2024 Q4	$366	Sell	4 -88	-96%	-$8.19K	﹤0.01%	595
2024 Q3	$8.81K	Buy	+92	New	+$8.7K	﹤0.01%	405
2020 Q2	–	Sell	-39	Closed	-$4K	–	500
2020 Q1	$4K	Buy	+39	New	+$4.24K	﹤0.01%	623

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

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

Darwin Wealth Management increased its iShares MBS ETF (MBB) stake by 4.9% in Q2 2026, buying an estimated $377K and bringing the position to 84,918 shares worth $8.03M. The position accounts for 2.2% of the portfolio, ranked #10.

Darwin Wealth Management first reported a position in MBB in Q1 2020 and has held it in 7 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Darwin Wealth Management held 84,918 shares of iShares MBS ETF worth $8.03M as of Q2 2026.
Darwin Wealth Management bought 3,991 iShares MBS ETF shares in Q2 2026, an estimated $377K.
iShares MBS ETF made up 2.2% of Darwin Wealth Management's portfolio in Q2 2026, its #10 holding.
Darwin Wealth Management first reported a position in iShares MBS ETF in Q1 2020 and has held it in 7 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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