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GWN Securities’s iShares MBS ETF MBB Stock Holding History

GWN Securities’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 		$314K Buy
3,317
+183
+6% +$17.3K 0.05% 400
2026
Q1 		$298K Sell
3,134
-42
-1% -$4.01K 0.06% 367
2025
Q4 		$302K Buy
3,176
+390
+14% +$37.2K 0.06% 329
2025
Q3 		$269K Buy
2,786
+665
+31% +$62.5K 0.06% 306
2025
Q2 		$201K Sell
2,121
-10,159
-83% -$941K 0.04% 376
2025
Q1 		$1.15M Sell
12,280
-1,291
-10% -$119K 0.06% 279
2024
Q4 		$1.24M Buy
+13,571
New +$1.26M 0.33% 71

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

GWN Securities's MBB Position: Q2 2026 in Review

GWN Securities increased its iShares MBS ETF (MBB) stake by 5.8% in Q2 2026, buying an estimated $17.3K and bringing the position to 3,317 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #400.

GWN Securities first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2024. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • GWN Securities held 3,317 shares of iShares MBS ETF worth $314K as of Q2 2026.
  • GWN Securities bought 183 iShares MBS ETF shares in Q2 2026, an estimated $17.3K.
  • iShares MBS ETF made up 0.05% of GWN Securities's portfolio in Q2 2026, its #400 holding.
  • GWN Securities first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's iShares MBS ETF position peaked at $1.24M in Q4 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.