Golden State Wealth Management’s iShares MBS ETF MBB Stock Holding History

Golden State Wealth Management’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	$479K	Buy	5,063 +2,282	+82%	+$216K	0.04%	287
2026 Q1	$264K	Buy	2,781 +721	+35%	+$68.9K	0.03%	344
2025 Q4	$196K	Sell	2,060 -767	-27%	-$73.2K	0.02%	394
2025 Q3	$269K	Buy	2,827 +258	+10%	+$24.2K	0.03%	332
2025 Q2	$241K	Sell	2,569 -1,425	-36%	-$132K	0.03%	336
2025 Q1	$375K	Buy	3,994 +1,410	+55%	+$130K	0.06%	257
2024 Q4	$237K	Buy	+2,584	New	+$241K	0.04%	296
2022 Q1	$2.64M	Sell	25,918 -7,406	-22%	-$773K	0.52%	35
2021 Q4	$3.58M	Buy	33,324 +251	+0.8%	+$27K	0.62%	31
2021 Q3	$3.58M	Buy	33,073 +3,481	+12%	+$378K	0.78%	26
2021 Q2	$3.2M	Buy	+29,592	New	+$3.21M	0.71%	27
2021 Q1	–	Sell	-3,299	Closed	-$363K	–	222
2020 Q4	$363K	Buy	+3,299	New	+$363K	0.11%	152
2020 Q2	–	Sell	-581	Closed	-$64K	–	654
2020 Q1	$64K	Buy	+581	New	+$63.2K	0.03%	317
2019 Q4	–	Sell	-279	Closed	-$30K	–	576
2019 Q3	$30K	Buy	279 +115	+70%	+$12.4K	0.01%	539
2019 Q2	$17K	Hold	164	–	–	0.01%	647
2019 Q1	$17K	Buy	+164	New	+$17.2K	0.01%	664

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 Wealth Management's MBB Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares MBS ETF (MBB) stake by 82% in Q2 2026, buying an estimated $216K and bringing the position to 5,063 shares worth $479K. The position accounts for 0.04% of the portfolio, ranked #287.

Golden State Wealth Management first reported a position in MBB in Q1 2019 and has held it in 16 quarters since. The position peaked at $3.58M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Golden State Wealth Management held 5,063 shares of iShares MBS ETF worth $479K as of Q2 2026.
Golden State Wealth Management bought 2,282 iShares MBS ETF shares in Q2 2026, an estimated $216K.
iShares MBS ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #287 holding.
Golden State Wealth Management first reported a position in iShares MBS ETF in Q1 2019 and has held it in 16 quarters since.
Golden State Wealth Management's iShares MBS ETF position peaked at $3.58M in Q4 2021.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.