HWP
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Highline Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Highline 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 		$12.7K Hold
134
– – ﹤0.01% 502
2026
Q1 		$12.7K Hold
134
– – ﹤0.01% 397
2025
Q4 		$12.8K Sell
134
-106
-44% -$10.1K ﹤0.01% 341
2025
Q3 		$22.8K Buy
240
+232
+2,900% +$21.8K 0.01% 251
2025
Q2 		$751 Buy
+8
New +$741 ﹤0.01% 754
2025
Q1 		– Sell
-7
Closed -$642 – 1039
2024
Q4 		$642 Buy
+7
New +$652 ﹤0.01% 567
2024
Q2 		– Sell
-541
Closed -$50K – 579
2024
Q1 		$50K Buy
541
+511
+1,703% +$47.3K 0.02% 137
2023
Q4 		$2.82K Buy
+30
New +$2.69K ﹤0.01% 281

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Highline Wealth Partners's MBB Position: Q2 2026 in Review

Highline Wealth Partners held its iShares MBS ETF (MBB) position steady in Q2 2026 at 134 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Highline Wealth Partners first reported a position in MBB in Q4 2023 and has held it in 8 quarters since. The position peaked at $50K in Q1 2024. 236 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Highline Wealth Partners held 134 shares of iShares MBS ETF worth $12.7K as of Q2 2026.
  • Highline Wealth Partners left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #502 holding.
  • Highline Wealth Partners first reported a position in iShares MBS ETF in Q4 2023 and has held it in 8 quarters since.
  • Highline Wealth Partners's iShares MBS ETF position peaked at $50K in Q1 2024.
  • 236 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.