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KDK Private Wealth Management’s iShares MBS ETF MBB Stock Holding History

KDK Private 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 		– Sell
-2,146
Closed -$204K – 60
2026
Q1 		$204K Sell
2,146
-103
-5% -$9.84K 0.19% 60
2025
Q4 		$214K Sell
2,249
-127
-5% -$12.1K 0.19% 68
2025
Q3 		$226K Buy
2,376
+1
+0% +$94 0.23% 54
2025
Q2 		$223K Buy
2,375
+71
+3% +$6.58K 0.24% 56
2025
Q1 		$214K Buy
2,304
+1
+0% +$92 0.24% 51
2024
Q4 		$211K Buy
+2,303
New +$214K 0.22% 51

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 22.9% 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

KDK Private Wealth Management's MBB Position: Q2 2026 in Review

KDK Private Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 2,146 shares — an estimated $204K sold.

KDK Private Wealth Management first reported a position in MBB in Q4 2024 and held it in 6 quarters. The position peaked at $226K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • KDK Private Wealth Management reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • KDK Private Wealth Management sold 2,146 iShares MBS ETF shares in Q2 2026, an estimated $204K.
  • KDK Private Wealth Management first reported a position in iShares MBS ETF in Q4 2024 and held it in 6 quarters.
  • KDK Private Wealth Management's iShares MBS ETF position peaked at $226K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.