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Fairvoy Private Wealth’s iShares MBS ETF MBB Stock Holding History

Fairvoy Private Wealth’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 		$329K Buy
3,478
+1,274
+58% +$120K 0.07% 162
2026
Q1 		$209K Sell
2,204
-948
-30% -$90.6K 0.05% 195
2025
Q4 		$300K Buy
3,152
+68
+2% +$6.49K 0.07% 152
2025
Q3 		$293K Buy
3,084
+99
+3% +$9.3K 0.07% 156
2025
Q2 		$280K Sell
2,985
-1,861
-38% -$172K 0.07% 152
2025
Q1 		$454K Sell
4,846
-197
-4% -$18.2K 0.12% 115
2024
Q4 		$462K Buy
+5,043
New +$470K 0.12% 116

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fairvoy Private Wealth's MBB Position: Q2 2026 in Review

Fairvoy Private Wealth increased its iShares MBS ETF (MBB) stake by 58% in Q2 2026, buying an estimated $120K and bringing the position to 3,478 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #162.

Fairvoy Private Wealth first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $462K in Q4 2024. 247 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Fairvoy Private Wealth held 3,478 shares of iShares MBS ETF worth $329K as of Q2 2026.
  • Fairvoy Private Wealth bought 1,274 iShares MBS ETF shares in Q2 2026, an estimated $120K.
  • iShares MBS ETF made up 0.07% of Fairvoy Private Wealth's portfolio in Q2 2026, its #162 holding.
  • Fairvoy Private Wealth first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Fairvoy Private Wealth's iShares MBS ETF position peaked at $462K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.