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

EPG 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	$5.63K	Buy	60 +1	+2%	+$95	﹤0.01%	295
2026 Q1	$5.61K	Hold	59	–	–	﹤0.01%	297
2025 Q4	$5.6K	Buy	59 +1	+2%	+$95	﹤0.01%	293
2025 Q3	$5.53K	Hold	58	–	–	﹤0.01%	294
2025 Q2	$5.42K	Buy	58 +1	+2%	+$93	﹤0.01%	288
2025 Q1	$5.37K	Hold	57	–	–	﹤0.01%	391
2024 Q4	$5.22K	Buy	57 +1	+2%	+$93	﹤0.01%	397
2024 Q3	$5.4K	Buy	+56	New	+$5.29K	﹤0.01%	391
2024 Q2	–	Sell	-42	Closed	-$3.83K	–	419
2024 Q1	$3.84K	Buy	42 +1	+2%	+$92	﹤0.01%	419
2023 Q4	$3.78K	Hold	41	–	–	﹤0.01%	400
2023 Q3	$3.62K	Buy	41 +1	+3%	+$91	﹤0.01%	394
2023 Q2	$3.77K	Hold	40	–	–	﹤0.01%	386
2023 Q1	$3.8K	Hold	40	–	–	﹤0.01%	393
2022 Q4	$3.7K	Hold	40	–	–	﹤0.01%	357
2022 Q3	$4K	Buy	+40	New	+$3.88K	﹤0.01%	361
2022 Q2	–	Sell	-39	Closed	-$4K	–	327
2022 Q1	$4K	Hold	39	–	–	﹤0.01%	374
2021 Q4	$4K	Hold	39	–	–	﹤0.01%	380
2021 Q3	$4K	Buy	+39	New	+$4.23K	﹤0.01%	356
2020 Q2	–	Sell	-428	Closed	-$47K	–	512
2020 Q1	$47K	Sell	428 -52	-11%	-$5.66K	0.03%	289
2019 Q4	$52K	Buy	+480	New	+$51.9K	0.04%	230

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

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

EPG Wealth Management increased its iShares MBS ETF (MBB) stake by 1.7% in Q2 2026, buying an estimated $95 and bringing the position to 60 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

EPG Wealth Management first reported a position in MBB in Q4 2019 and has held it in 20 quarters since. The position peaked at $52K in Q4 2019. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

EPG Wealth Management held 60 shares of iShares MBS ETF worth $5.63K as of Q2 2026.
EPG Wealth Management bought 1 iShares MBS ETF share in Q2 2026, an estimated $95.
iShares MBS ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #295 holding.
EPG Wealth Management first reported a position in iShares MBS ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's iShares MBS ETF position peaked at $52K in Q4 2019.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.