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Gen-Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Gen-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 		$1.75M Buy
18,478
+1,347
+8% +$127K 0.49% 52
2026
Q1 		$1.63M Buy
17,131
+603
+4% +$57.6K 0.51% 51
2025
Q4 		$1.57M Buy
16,528
+3,191
+24% +$304K 0.5% 50
2025
Q3 		$1.27M Buy
13,337
+360
+3% +$33.8K 0.43% 57
2025
Q2 		$1.22M Buy
12,977
+1,159
+10% +$107K 0.47% 55
2025
Q1 		$1.11M Buy
11,818
+392
+3% +$36.3K 0.46% 55
2024
Q4 		$1.05M Buy
11,426
+221
+2% +$20.6K 0.45% 53
2024
Q3 		$1.04M Sell
11,205
-1,104
-9% -$104K 0.45% 50
2024
Q2 		$1.13M Sell
12,309
-157
-1% -$14.3K 0.55% 40
2024
Q1 		$1.15M Buy
+12,466
New +$1.15M 0.57% 41

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

Gen-Wealth Partners's MBB Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares MBS ETF (MBB) stake by 7.9% in Q2 2026, buying an estimated $127K and bringing the position to 18,478 shares worth $1.75M. The position accounts for 0.49% of the portfolio, ranked #52.

Gen-Wealth Partners first reported a position in MBB in Q1 2024 and has held it in 10 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Gen-Wealth Partners held 18,478 shares of iShares MBS ETF worth $1.75M as of Q2 2026.
  • Gen-Wealth Partners bought 1,347 iShares MBS ETF shares in Q2 2026, an estimated $127K.
  • iShares MBS ETF made up 0.49% of Gen-Wealth Partners's portfolio in Q2 2026, its #52 holding.
  • Gen-Wealth Partners first reported a position in iShares MBS ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.