HB Wealth Management’s iShares MBS ETF MBB Stock Holding History

HB 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	$430K	Sell	4,547 -46	-1%	-$4.35K	﹤0.01%	1186
2026 Q1	$436K	Sell	4,593 -873	-16%	-$83.4K	﹤0.01%	1042
2025 Q4	$521K	Buy	5,466 +975	+22%	+$93K	﹤0.01%	893
2025 Q3	$427K	Buy	+4,491	New	+$422K	﹤0.01%	924
2025 Q2	–	Sell	-3,232	Closed	-$303K	–	1246
2025 Q1	$303K	Sell	3,232 -1,143	-26%	-$106K	﹤0.01%	960
2024 Q4	$401K	Buy	4,375 +1,517	+53%	+$141K	﹤0.01%	698
2024 Q3	$274K	Sell	2,858 -24	-0.8%	-$2.27K	﹤0.01%	786
2024 Q2	$265K	Sell	2,882 -56	-2%	-$5.1K	﹤0.01%	759
2024 Q1	$272K	Buy	+2,938	New	+$272K	﹤0.01%	695
2023 Q2	–	Sell	-3,297	Closed	-$312K	–	748
2023 Q1	$312K	Sell	3,297 -286	-8%	-$27K	0.01%	524
2022 Q4	$332K	Buy	+3,583	New	+$330K	0.01%	490
2022 Q3	–	Sell	-2,181	Closed	-$213K	–	597
2022 Q2	$213K	Sell	2,181 -17,123	-89%	-$1.68M	﹤0.01%	532
2022 Q1	$1.97M	Buy	+19,304	New	+$2.01M	0.04%	183

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

HB Wealth Management's MBB Position: Q2 2026 in Review

HB Wealth Management reduced its iShares MBS ETF (MBB) stake by 1% in Q2 2026, selling an estimated $4.35K and leaving 4,547 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

HB Wealth Management first reported a position in MBB in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.97M in Q1 2022. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

HB Wealth Management held 4,547 shares of iShares MBS ETF worth $430K as of Q2 2026.
HB Wealth Management sold 46 iShares MBS ETF shares in Q2 2026, an estimated $4.35K.
iShares MBS ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1186 holding.
HB Wealth Management first reported a position in iShares MBS ETF in Q1 2022 and has held it in 13 quarters since.
HB Wealth Management's iShares MBS ETF position peaked at $1.97M in Q1 2022.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.