Golden State Equity Partners’s iShares MBS ETF MBB Stock Holding History

Golden State Equity 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	$140K	Sell	1,486 -27,194	-95%	-$2.57M	0.38%	35
2026 Q1	$2.72M	Buy	28,680 +25,915	+937%	+$2.48M	0.21%	112
2025 Q4	$263K	Buy	+2,765	New	+$264K	0.04%	422
2025 Q2	–	Sell	-19,637	Closed	-$1.84M	–	461
2025 Q1	$1.84M	Buy	19,637 +7,211	+58%	+$667K	0.36%	64
2024 Q4	$1.14M	Buy	12,426 +1,051	+9%	+$97.9K	0.22%	116
2024 Q3	$1.09M	Sell	11,375 -7,716	-40%	-$729K	0.17%	133
2024 Q2	$1.75M	Buy	+19,091	New	+$1.74M	0.37%	62
2023 Q4	$1.02M	Buy	10,796 +7,036	+187%	+$631K	0.25%	104
2023 Q3	$334K	Buy	+3,760	New	+$344K	0.09%	233
2022 Q1	$1.22M	Buy	+12,004	New	+$1.25M	0.62%	46
2021 Q3	–	Sell	-1,850	Closed	-$200K	–	261
2021 Q2	$200K	Sell	1,850 -11,201	-86%	-$1.21M	0.08%	229
2021 Q1	$1.42M	Buy	+13,051	New	+$1.43M	0.81%	37

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 22.96% 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

Golden State Equity Partners's MBB Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares MBS ETF (MBB) stake by 95% in Q2 2026, selling an estimated $2.57M and leaving 1,486 shares worth $140K. The position accounts for 0.38% of the portfolio, ranked #35.

Golden State Equity Partners first reported a position in MBB in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.72M in Q1 2026. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Golden State Equity Partners held 1,486 shares of iShares MBS ETF worth $140K as of Q2 2026.
Golden State Equity Partners sold 27,194 iShares MBS ETF shares in Q2 2026, an estimated $2.57M.
iShares MBS ETF made up 0.38% of Golden State Equity Partners's portfolio in Q2 2026, its #35 holding.
Golden State Equity Partners first reported a position in iShares MBS ETF in Q1 2021 and has held it in 12 quarters since.
Golden State Equity Partners's iShares MBS ETF position peaked at $2.72M in Q1 2026.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.