Impact Partnership Wealth’s iShares MBS ETF MBB Stock Holding History

Impact Partnership Wealth’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	$15.4M	Buy	162,750 +19,290	+13%	+$1.82M	1.5%	15
2026 Q1	$13.6M	Buy	143,460 +58,583	+69%	+$5.6M	1.68%	14
2025 Q4	$8.08M	Buy	84,877 +15,073	+22%	+$1.44M	1.04%	18
2025 Q3	$6.64M	Sell	69,804 -11,662	-14%	-$1.1M	0.99%	18
2025 Q2	$7.65M	Sell	81,466 -4,755	-6%	-$441K	1.41%	17
2025 Q1	$8.09M	Buy	86,221 +21,939	+34%	+$2.03M	1.73%	15
2024 Q4	$5.89M	Sell	64,282 -15,539	-19%	-$1.45M	1.19%	16
2024 Q3	$7.65M	Buy	79,821 +41,945	+111%	+$3.96M	1.73%	15
2024 Q2	$3.48M	Buy	37,876 +16,694	+79%	+$1.52M	0.91%	19
2024 Q1	$1.96M	Sell	21,182 -13,838	-40%	-$1.28M	0.78%	18
2023 Q4	$3.29M	Buy	35,020 +17,399	+99%	+$1.56M	1.2%	15
2023 Q3	$1.56M	Buy	17,621 +696	+4%	+$63.6K	0.49%	26
2023 Q2	$1.58M	Buy	+16,925	New	+$1.59M	0.55%	16

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

Impact Partnership Wealth's MBB Position: Q2 2026 in Review

Impact Partnership Wealth increased its iShares MBS ETF (MBB) stake by 13% in Q2 2026, buying an estimated $1.82M and bringing the position to 162,750 shares worth $15.4M. The position accounts for 1.5% of the portfolio, ranked #15.

Impact Partnership Wealth first reported a position in MBB in Q2 2023 and has held it in 13 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Impact Partnership Wealth held 162,750 shares of iShares MBS ETF worth $15.4M as of Q2 2026.
Impact Partnership Wealth bought 19,290 iShares MBS ETF shares in Q2 2026, an estimated $1.82M.
iShares MBS ETF made up 1.5% of Impact Partnership Wealth's portfolio in Q2 2026, its #15 holding.
Impact Partnership Wealth first reported a position in iShares MBS ETF in Q2 2023 and has held it in 13 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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