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JGP Wealth Management’s iShares MBS ETF MBB Stock Holding History

JGP 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 		$3.95M Buy
41,797
+4,974
+14% +$470K 0.35% 54
2026
Q1 		$3.5M Sell
36,823
-1,473
-4% -$141K 0.36% 58
2025
Q4 		$3.65M Buy
38,296
+11,194
+41% +$1.07M 0.38% 55
2025
Q3 		$2.58M Buy
27,102
+8,375
+45% +$787K 0.29% 61
2025
Q2 		$1.76M Buy
18,727
+6,162
+49% +$571K 0.21% 68
2025
Q1 		$1.18M Buy
12,565
+974
+8% +$90.1K 0.16% 83
2024
Q4 		$1.06M Buy
11,591
+3,695
+47% +$344K 0.14% 92
2024
Q3 		$756K Buy
7,896
+1,099
+16% +$104K 0.1% 109
2024
Q2 		$624K Buy
+6,797
New +$619K 0.09% 114

Other funds holding MBB

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

JGP Wealth Management's MBB Position: Q2 2026 in Review

JGP Wealth Management increased its iShares MBS ETF (MBB) stake by 14% in Q2 2026, buying an estimated $470K and bringing the position to 41,797 shares worth $3.95M. The position accounts for 0.35% of the portfolio, ranked #54.

JGP Wealth Management first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. 366 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • JGP Wealth Management held 41,797 shares of iShares MBS ETF worth $3.95M as of Q2 2026.
  • JGP Wealth Management bought 4,974 iShares MBS ETF shares in Q2 2026, an estimated $470K.
  • iShares MBS ETF made up 0.35% of JGP Wealth Management's portfolio in Q2 2026, its #54 holding.
  • JGP Wealth Management first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
  • 366 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.