Exit Wealth Advisors’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
$1.35M Buy
+14,237
New +$1.35M 0.61% 41
2026
Q1
Sell
-8,919
Closed -$849K 145
2025
Q4
$849K Buy
8,919
+1,169
+15% +$112K 0.5% 42
2025
Q3
$737K Buy
+7,750
New +$728K 0.49% 52

Other funds holding MBB

Exit Wealth Advisors's MBB Position: Q2 2026 in Review

Exit Wealth Advisors opened a new position in iShares MBS ETF (MBB) in Q2 2026: 14,237 shares worth $1.35M. The stake represents 0.61% of the portfolio and ranks #41 among its holdings. This is a return to the name: Exit Wealth Advisors previously reported a position in MBB as recently as Q4 2025.

Exit Wealth Advisors first reported a position in MBB in Q3 2025 and has held it in 3 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Exit Wealth Advisors held 14,237 shares of iShares MBS ETF worth $1.35M as of Q2 2026.
  • iShares MBS ETF was a new Exit Wealth Advisors position in Q2 2026.
  • iShares MBS ETF made up 0.61% of Exit Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Exit Wealth Advisors first reported a position in iShares MBS ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.