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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.31M Buy
78,249
+4,845
+7% +$458K 0.12% 174
2026
Q1
$6.94M Buy
73,404
+32,890
+81% +$3.14M 0.12% 175
2025
Q4
$3.88M Buy
+40,514
New +$3.86M 0.18% 146

Other funds holding MBB

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

Diversify Wealth Management increased its iShares MBS ETF (MBB) stake by 6.6% in Q2 2026, buying an estimated $458K and bringing the position to 78,249 shares worth $7.31M. The position accounts for 0.12% of the portfolio, ranked #174.

Diversify Wealth Management first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Diversify Wealth Management held 78,249 shares of iShares MBS ETF worth $7.31M as of Q2 2026.
  • Diversify Wealth Management bought 4,845 iShares MBS ETF shares in Q2 2026, an estimated $458K.
  • iShares MBS ETF made up 0.12% of Diversify Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Diversify Wealth Management first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.