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Firethorn Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Firethorn Wealth Partners’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 		$909K Sell
9,621
-3,133
-25% -$296K 0.29% 73
2026
Q1 		$1.21M Buy
12,754
+70
+0.6% +$6.69K 0.44% 56
2025
Q4 		$1.21M Sell
12,684
-802
-6% -$76.5K 0.45% 49
2025
Q3 		$1.28M Buy
13,486
+308
+2% +$28.9K 0.51% 43
2025
Q2 		$1.24M Sell
13,178
-905
-6% -$83.9K 0.54% 39
2025
Q1 		$1.32M Sell
14,083
-3,962
-22% -$366K 0.63% 34
2024
Q4 		$1.65M Buy
18,045
+38
+0.2% +$3.54K 0.82% 28
2024
Q3 		$1.73M Sell
18,007
-567
-3% -$53.6K 0.88% 27
2024
Q2 		$1.71M Buy
18,574
+463
+3% +$42.2K 0.96% 26
2024
Q1 		$1.67M Buy
18,111
+18
+0.1% +$1.67K 0.99% 26
2023
Q4 		$1.7M Sell
18,093
-346
-2% -$31K 1.12% 20
2023
Q3 		$1.64M Sell
18,439
-4,044
-18% -$370K 1.26% 17
2023
Q2 		$2.1M Sell
22,483
-2,196
-9% -$207K 1.56% 16
2023
Q1 		$2.31M Buy
24,679
+6,132
+33% +$579K 1.81% 15
2022
Q4 		$1.72M Buy
18,547
+15,647
+540% +$1.44M 1.45% 12
2022
Q3 		$266K Buy
2,900
+644
+29% +$62.4K 0.25% 91
2022
Q2 		$227K Sell
2,256
-876
-28% -$85.9K 0.18% 109
2022
Q1 		$319K Sell
3,132
-1,199
-28% -$125K 0.24% 85
2021
Q4 		$465K Buy
+4,331
New +$466K 0.35% 68
2021
Q2 		$349K Sell
3,225
-1,080
-25% -$117K 0.29% 79
2021
Q1 		$467K Sell
4,305
-10,593
-71% -$1.16M 0.43% 58
2020
Q4 		$1.64M Buy
+14,898
New +$1.64M 1.77% 14

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Firethorn Wealth Partners's MBB Position: Q2 2026 in Review

Firethorn Wealth Partners reduced its iShares MBS ETF (MBB) stake by 25% in Q2 2026, selling an estimated $296K and leaving 9,621 shares worth $909K. The position accounts for 0.29% of the portfolio, ranked #73.

Firethorn Wealth Partners first reported a position in MBB in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.31M in Q1 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Firethorn Wealth Partners held 9,621 shares of iShares MBS ETF worth $909K as of Q2 2026.
  • Firethorn Wealth Partners sold 3,133 iShares MBS ETF shares in Q2 2026, an estimated $296K.
  • iShares MBS ETF made up 0.29% of Firethorn Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Firethorn Wealth Partners first reported a position in iShares MBS ETF in Q4 2020 and has held it in 22 quarters since.
  • Firethorn Wealth Partners's iShares MBS ETF position peaked at $2.31M in Q1 2023.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.