GWP
MBB icon

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

Gateway 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 		$4.09M Sell
43,302
-53,030
-55% -$5.01M 0.25% 106
2026
Q1 		$9.15M Buy
96,332
+71,350
+286% +$6.82M 0.36% 79
2025
Q4 		$2.38M Buy
24,982
+5,449
+28% +$520K 0.26% 105
2025
Q3 		$1.86M Buy
19,533
+1,929
+11% +$181K 0.25% 103
2025
Q2 		$1.65M Buy
17,604
+1,586
+10% +$147K 0.31% 89
2025
Q1 		$1.5M Sell
16,018
-1,625
-9% -$150K 0.34% 79
2024
Q4 		$1.62M Buy
17,643
+2,317
+15% +$216K 0.42% 60
2024
Q3 		$1.47M Sell
15,326
-1,422
-8% -$134K 0.4% 64
2024
Q2 		$1.54M Buy
16,748
+434
+3% +$39.5K 0.46% 57
2024
Q1 		$1.51M Sell
16,314
-331
-2% -$30.6K 0.54% 51
2023
Q4 		$1.57M Buy
16,645
+1,731
+12% +$155K 0.63% 40
2023
Q3 		$1.32M Buy
14,914
+2,388
+19% +$218K 0.24% 67
2023
Q2 		$1.17M Buy
12,526
+1,438
+13% +$135K 0.21% 72
2023
Q1 		$1.05M Buy
11,088
+2,253
+26% +$213K 0.16% 73
2022
Q4 		$819K Buy
+8,835
New +$815K 0.14% 75

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

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

Gateway Wealth Partners reduced its iShares MBS ETF (MBB) stake by 55% in Q2 2026, selling an estimated $5.01M and leaving 43,302 shares worth $4.09M. The position accounts for 0.25% of the portfolio, ranked #106.

Gateway Wealth Partners first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.15M in Q1 2026. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Gateway Wealth Partners held 43,302 shares of iShares MBS ETF worth $4.09M as of Q2 2026.
  • Gateway Wealth Partners sold 53,030 iShares MBS ETF shares in Q2 2026, an estimated $5.01M.
  • iShares MBS ETF made up 0.25% of Gateway Wealth Partners's portfolio in Q2 2026, its #106 holding.
  • Gateway Wealth Partners first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's iShares MBS ETF position peaked at $9.15M in Q1 2026.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.