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

Dynasty 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	$173M	Buy	1,833,567 +73,230	+4%	+$6.93M	1.29%	24
2026 Q1	$167M	Buy	1,760,337 +303,261	+21%	+$29M	1.46%	22
2025 Q4	$139M	Sell	1,457,076 -192,070	-12%	-$18.3M	1.36%	21
2025 Q3	$157M	Buy	1,649,146 +160,926	+11%	+$15.1M	2.09%	16
2025 Q2	$140M	Sell	1,488,220 -31,423	-2%	-$2.91M	2.38%	15
2025 Q1	$143M	Sell	1,519,643 -450,410	-23%	-$41.7M	2.37%	15
2024 Q4	$181M	Sell	1,970,053 -428,859	-18%	-$39.9M	3.12%	11
2024 Q3	$187M	Buy	2,398,912 +458,836	+24%	+$43.4M	5.66%	6
2024 Q2	$178M	Buy	1,940,076 +229,989	+13%	+$20.9M	5.25%	6
2024 Q1	$158M	Buy	+1,710,087	New	+$158M	5.04%	7

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

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

Dynasty Wealth Management increased its iShares MBS ETF (MBB) stake by 4.2% in Q2 2026, buying an estimated $6.93M and bringing the position to 1,833,567 shares worth $173M. The position accounts for 1.29% of the portfolio, ranked #24.

Dynasty Wealth Management first reported a position in MBB in Q1 2024 and has held it in 10 quarters since. The position peaked at $187M in Q3 2024. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Dynasty Wealth Management held 1,833,567 shares of iShares MBS ETF worth $173M as of Q2 2026.
Dynasty Wealth Management bought 73,230 iShares MBS ETF shares in Q2 2026, an estimated $6.93M.
iShares MBS ETF made up 1.29% of Dynasty Wealth Management's portfolio in Q2 2026, its #24 holding.
Dynasty Wealth Management first reported a position in iShares MBS ETF in Q1 2024 and has held it in 10 quarters since.
Dynasty Wealth Management's iShares MBS ETF position peaked at $187M in Q3 2024.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.