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

DecisionMap 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 		$2.46M Buy
26,011
+1,378
+6% +$130K 1.38% 17
2026
Q1 		$2.34M Buy
24,633
+2,011
+9% +$192K 1.51% 17
2025
Q4 		$2.15M Sell
22,622
-2,155
-9% -$206K 1.33% 19
2025
Q3 		$2.36M Buy
24,777
+627
+3% +$58.9K 1.51% 19
2025
Q2 		$2.27M Sell
24,150
-243
-1% -$22.5K 1.56% 19
2025
Q1 		$2.29M Sell
24,393
-6,087
-20% -$563K 1.74% 16
2024
Q4 		$2.79M Buy
+30,480
New +$2.84M 2.21% 13

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

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

DecisionMap Wealth Management increased its iShares MBS ETF (MBB) stake by 5.6% in Q2 2026, buying an estimated $130K and bringing the position to 26,011 shares worth $2.46M. The position accounts for 1.38% of the portfolio, ranked #17.

DecisionMap Wealth Management first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.79M in Q4 2024. 247 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • DecisionMap Wealth Management held 26,011 shares of iShares MBS ETF worth $2.46M as of Q2 2026.
  • DecisionMap Wealth Management bought 1,378 iShares MBS ETF shares in Q2 2026, an estimated $130K.
  • iShares MBS ETF made up 1.38% of DecisionMap Wealth Management's portfolio in Q2 2026, its #17 holding.
  • DecisionMap Wealth Management first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • DecisionMap Wealth Management's iShares MBS ETF position peaked at $2.79M in Q4 2024.
  • 247 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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