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

Destiny 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	–	Sell	-748	Closed	-$71K	–	711
2026 Q1	$71K	Buy	+748	New	+$71.5K	0.01%	391
2023 Q1	–	Sell	-742	Closed	-$68.8K	–	440
2022 Q4	$68.8K	Buy	742 +143	+24%	+$13.2K	0.01%	255
2022 Q3	$55K	Hold	599	–	–	0.01%	268
2022 Q2	$58K	Hold	599	–	–	0.01%	269
2022 Q1	$61K	Sell	599 -1,409	-70%	-$147K	0.01%	294
2021 Q4	$216K	Hold	2,008	–	–	0.04%	167
2021 Q3	$217K	Sell	2,008 -662	-25%	-$71.8K	0.04%	162
2021 Q2	$289K	Hold	2,670	–	–	0.06%	162
2021 Q1	$289K	Hold	2,670	–	–	0.06%	136
2020 Q4	$294K	Buy	+2,670	New	+$294K	0.06%	159

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

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

Destiny Wealth Partners sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 748 shares — an estimated $71K sold.

Destiny Wealth Partners first reported a position in MBB in Q4 2020 and held it in 10 quarters. The position peaked at $294K in Q4 2020. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 748 iShares MBS ETF shares in Q2 2026, an estimated $71K.
Destiny Wealth Partners first reported a position in iShares MBS ETF in Q4 2020 and held it in 10 quarters.
Destiny Wealth Partners's iShares MBS ETF position peaked at $294K in Q4 2020.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.