FWG Investments’s iShares MBS ETF MBB Stock Holding History

FWG Investments’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	$380K	Buy	4,018 +667	+20%	+$63.1K	0.2%	90
2026 Q1	$318K	Buy	3,351 +629	+23%	+$60.1K	0.2%	96
2025 Q4	$259K	Sell	2,722 -136	-5%	-$13K	0.17%	99
2025 Q3	$272K	Buy	2,858 +109	+4%	+$10.2K	0.19%	93
2025 Q2	$258K	Buy	+2,749	New	+$255K	0.2%	87
2025 Q1	–	Sell	-4,904	Closed	-$450K	–	89
2024 Q4	$450K	Buy	4,904 +1,764	+56%	+$164K	0.35%	76
2024 Q3	$301K	Buy	3,140 +525	+20%	+$49.6K	0.26%	88
2024 Q2	$240K	Buy	2,615 +138	+6%	+$12.6K	0.24%	95
2024 Q1	$229K	Buy	2,477 +21	+0.9%	+$1.94K	0.25%	99
2023 Q4	$231K	Buy	+2,456	New	+$220K	0.29%	86

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 22.9% 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

FWG Investments's MBB Position: Q2 2026 in Review

FWG Investments increased its iShares MBS ETF (MBB) stake by 20% in Q2 2026, buying an estimated $63.1K and bringing the position to 4,018 shares worth $380K. The position accounts for 0.2% of the portfolio, ranked #90.

FWG Investments first reported a position in MBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $450K in Q4 2024. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

FWG Investments held 4,018 shares of iShares MBS ETF worth $380K as of Q2 2026.
FWG Investments bought 667 iShares MBS ETF shares in Q2 2026, an estimated $63.1K.
iShares MBS ETF made up 0.2% of FWG Investments's portfolio in Q2 2026, its #90 holding.
FWG Investments first reported a position in iShares MBS ETF in Q4 2023 and has held it in 10 quarters since.
FWG Investments's iShares MBS ETF position peaked at $450K in Q4 2024.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.