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Horst & Graben Wealth Management’s iShares MBS ETF MBB Stock Holding History

Horst & Graben 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 		$23.5M Buy
250,439
+14,257
+6% +$1.35M 3.1% 8
2026
Q1 		$22.5M Buy
236,182
+9,212
+4% +$880K 3.08% 9
2025
Q4 		$21.6M Buy
226,970
+6,729
+3% +$642K 3.26% 11
2025
Q3 		$21M Buy
220,241
+4,513
+2% +$424K 3.2% 10
2025
Q2 		$20.3M Sell
215,728
-4,184
-2% -$388K 3.35% 8
2025
Q1 		$20.6M Sell
219,912
-15,478
-7% -$1.43M 3.7% 7
2024
Q4 		$21.6M Buy
235,390
+8,560
+4% +$797K 3.84% 7
2024
Q3 		$21.7M Buy
226,830
+4,102
+2% +$388K 3.9% 7
2024
Q2 		$20.4M Sell
222,728
-3,509
-2% -$320K 3.91% 8
2024
Q1 		$20.9M Buy
226,237
+4,658
+2% +$431K 4.26% 6
2023
Q4 		$20.8M Sell
221,579
-10,935
-5% -$981K 4.58% 6
2023
Q3 		$20.6M Sell
232,514
-30,047
-11% -$2.75M 5.08% 5
2023
Q2 		$24.5M Buy
262,561
+6,190
+2% +$582K 5.84% 4
2023
Q1 		$24.3M Buy
256,371
+57,366
+29% +$5.42M 6.02% 3
2022
Q4 		$18.5M Buy
199,005
+115,077
+137% +$10.6M 4.83% 6
2022
Q3 		$7.69M Buy
83,928
+6,253
+8% +$606K 2.18% 12
2022
Q2 		$7.57M Sell
77,675
-378
-0.5% -$37.1K 2.06% 13
2022
Q1 		$7.95M Buy
78,053
+29,941
+62% +$3.12M 1.94% 14
2021
Q4 		$5.17M Sell
48,112
-48,026
-50% -$5.17M 1.29% 21
2021
Q3 		$10.4M Buy
96,138
+56,730
+144% +$6.15M 2.86% 14
2021
Q2 		$4.26M Buy
39,408
+3,517
+10% +$381K 1.19% 22
2021
Q1 		$3.89M Sell
35,891
-6,531
-15% -$715K 1.22% 21
2020
Q4 		$4.67M Buy
+42,422
New +$4.67M 1.61% 17

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

Horst & Graben Wealth Management's MBB Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares MBS ETF (MBB) stake by 6% in Q2 2026, buying an estimated $1.35M and bringing the position to 250,439 shares worth $23.5M. The position accounts for 3.1% of the portfolio, ranked #8.

Horst & Graben Wealth Management first reported a position in MBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $24.5M in Q2 2023. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Horst & Graben Wealth Management held 250,439 shares of iShares MBS ETF worth $23.5M as of Q2 2026.
  • Horst & Graben Wealth Management bought 14,257 iShares MBS ETF shares in Q2 2026, an estimated $1.35M.
  • iShares MBS ETF made up 3.1% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Horst & Graben Wealth Management first reported a position in iShares MBS ETF in Q4 2020 and has held it in 23 quarters since.
  • Horst & Graben Wealth Management's iShares MBS ETF position peaked at $24.5M in Q2 2023.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.