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Independent Wealth Network’s iShares MBS ETF MBB Stock Holding History

Independent Wealth Network’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 		$214K Buy
2,267
+98
+5% +$9.27K 0.05% 302
2026
Q1 		$206K Buy
+2,169
New +$207K 0.06% 276

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

Independent Wealth Network's MBB Position: Q2 2026 in Review

Independent Wealth Network increased its iShares MBS ETF (MBB) stake by 4.5% in Q2 2026, buying an estimated $9.27K and bringing the position to 2,267 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #302.

Independent Wealth Network first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Independent Wealth Network held 2,267 shares of iShares MBS ETF worth $214K as of Q2 2026.
  • Independent Wealth Network bought 98 iShares MBS ETF shares in Q2 2026, an estimated $9.27K.
  • iShares MBS ETF made up 0.05% of Independent Wealth Network's portfolio in Q2 2026, its #302 holding.
  • Independent Wealth Network first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.