Holistic Planning’s iShares MBS ETF MBB Stock Holding History

Holistic Planning’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	–	Sell	-7,962	Closed	-$756K	–	343
2026 Q1	$756K	Buy	7,962 +1,881	+31%	+$180K	0.15%	127
2025 Q4	$579K	Buy	+6,081	New	+$580K	0.12%	147

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

Holistic Planning's MBB Position: Q2 2026 in Review

Holistic Planning sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 7,962 shares — an estimated $756K sold.

Holistic Planning first reported a position in MBB in Q4 2025 and held it in 2 quarters. The position peaked at $756K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Holistic Planning reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
Holistic Planning sold 7,962 iShares MBS ETF shares in Q2 2026, an estimated $756K.
Holistic Planning first reported a position in iShares MBS ETF in Q4 2025 and held it in 2 quarters.
Holistic Planning's iShares MBS ETF position peaked at $756K in Q1 2026.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.