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Kestra Private Wealth Services’s iShares MBS ETF MBB Stock Holding History

Kestra Private Wealth Services’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 		$1.38M Buy
14,625
+1,115
+8% +$105K 0.02% 745
2026
Q1 		$1.28M Buy
13,510
+1,679
+14% +$160K 0.02% 721
2025
Q4 		$1.13M Buy
11,831
+1,444
+14% +$138K 0.01% 758
2025
Q3 		$988K Sell
10,387
-2,509
-19% -$236K 0.01% 788
2025
Q2 		$1.21M Sell
12,896
-9,124
-41% -$845K 0.02% 669
2025
Q1 		$2.07M Sell
22,020
-9,799
-31% -$906K 0.03% 448
2024
Q4 		$2.92M Sell
31,819
-735
-2% -$68.4K 0.05% 344
2024
Q3 		$3.12M Sell
32,554
-8,774
-21% -$829K 0.06% 319
2024
Q2 		$3.79M Sell
41,328
-4,365
-10% -$398K 0.08% 255
2024
Q1 		$4.22M Buy
45,693
+17,314
+61% +$1.6M 0.1% 228
2023
Q4 		$2.67M Buy
28,379
+7,057
+33% +$633K 0.07% 293
2023
Q3 		$1.89M Sell
21,322
-7,048
-25% -$644K 0.06% 316
2023
Q2 		$2.65M Sell
28,370
-1,248
-4% -$117K 0.09% 244
2023
Q1 		$2.81M Buy
29,618
+2,418
+9% +$228K 0.11% 201
2022
Q4 		$2.52M Buy
27,200
+21,688
+393% +$2M 0.13% 184
2022
Q3 		$505K Sell
5,512
-401
-7% -$38.9K 0.03% 495
2022
Q2 		$576K Sell
5,913
-375
-6% -$36.8K 0.03% 460
2022
Q1 		$641K Sell
6,288
-120
-2% -$12.5K 0.03% 494
2021
Q4 		$688K Buy
6,408
+3,988
+165% +$429K 0.03% 492
2021
Q3 		$262K Buy
+2,420
New +$262K 0.01% 759
2021
Q2 		– Sell
-1,930
Closed -$209K – 907
2021
Q1 		$209K Sell
1,930
-1,906
-50% -$209K 0.01% 724
2020
Q4 		$422K Sell
3,836
-10,347
-73% -$1.14M 0.03% 472
2020
Q3 		$1.57M Buy
+14,183
New +$1.57M 0.14% 161

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

Kestra Private Wealth Services's MBB Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares MBS ETF (MBB) stake by 8.3% in Q2 2026, buying an estimated $105K and bringing the position to 14,625 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #745.

Kestra Private Wealth Services first reported a position in MBB in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.22M in Q1 2024. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Kestra Private Wealth Services held 14,625 shares of iShares MBS ETF worth $1.38M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,115 iShares MBS ETF shares in Q2 2026, an estimated $105K.
  • iShares MBS ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #745 holding.
  • Kestra Private Wealth Services first reported a position in iShares MBS ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's iShares MBS ETF position peaked at $4.22M in Q1 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.