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

Kingsview 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 		$38.9M Buy
411,950
+27,701
+7% +$2.62M 0.47% 38
2026
Q1 		$36.5M Buy
384,249
+161,776
+73% +$15.5M 0.5% 37
2025
Q4 		$21.2M Buy
222,473
+11,758
+6% +$1.12M 0.31% 59
2025
Q3 		$20M Sell
210,715
-86,842
-29% -$8.16M 0.31% 57
2025
Q2 		$27.9M Buy
297,557
+10,968
+4% +$1.02M 0.47% 37
2025
Q1 		$26.9M Buy
286,589
+29,036
+11% +$2.69M 0.51% 33
2024
Q4 		$23.6M Buy
257,553
+106,443
+70% +$9.91M 0.46% 39
2024
Q3 		$14.5M Sell
151,110
-47,970
-24% -$4.53M 0.3% 58
2024
Q2 		$18.3M Buy
199,080
+11,972
+6% +$1.09M 0.43% 44
2024
Q1 		$17.3M Buy
187,108
+8,771
+5% +$811K 0.43% 44
2023
Q4 		$16.8M Buy
178,337
+30,791
+21% +$2.76M 0.5% 41
2023
Q3 		$13.1M Buy
147,546
+49,915
+51% +$4.56M 0.47% 44
2023
Q2 		$9.11M Sell
97,631
-2,917
-3% -$274K 0.36% 60
2023
Q1 		$9.52M Sell
100,548
-6,498
-6% -$614K 0.4% 53
2022
Q4 		$9.93M Sell
107,046
-34,565
-24% -$3.19M 0.43% 52
2022
Q3 		$13M Buy
141,611
+29,491
+26% +$2.86M 0.62% 29
2022
Q2 		$10.9M Sell
112,120
-31,822
-22% -$3.12M 0.52% 36
2022
Q1 		$14.7M Buy
143,942
+74,532
+107% +$7.78M 0.65% 24
2021
Q4 		$7.46M Sell
69,410
-1,868
-3% -$201K 0.31% 68
2021
Q3 		$7.71M Buy
71,278
+10,426
+17% +$1.13M 0.37% 53
2021
Q2 		$6.58M Buy
60,852
+15,305
+34% +$1.66M 0.32% 64
2021
Q1 		$4.93M Sell
45,547
-1,864
-4% -$204K 0.28% 78
2020
Q4 		$5.22M Buy
47,411
+2,463
+5% +$271K 0.38% 57
2020
Q3 		$4.96M Buy
44,948
+25,649
+133% +$2.84M 0.44% 57
2020
Q2 		$2.14M Buy
19,299
+726
+4% +$80.4K 0.21% 118
2020
Q1 		$2.05M Buy
18,573
+8,049
+76% +$876K 0.28% 100
2019
Q4 		$1.14M Buy
10,524
+4,065
+63% +$439K 0.14% 177
2019
Q3 		$700K Buy
6,459
+2,271
+54% +$245K 0.11% 202
2019
Q2 		$451K Buy
4,188
+719
+21% +$76.5K 0.08% 258
2019
Q1 		$369K Buy
+3,469
New +$365K 0.06% 314

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

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

Kingsview Wealth Management increased its iShares MBS ETF (MBB) stake by 7.2% in Q2 2026, buying an estimated $2.62M and bringing the position to 411,950 shares worth $38.9M. The position accounts for 0.47% of the portfolio, ranked #38.

Kingsview Wealth Management first reported a position in MBB in Q1 2019 and has held it in 30 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Kingsview Wealth Management held 411,950 shares of iShares MBS ETF worth $38.9M as of Q2 2026.
  • Kingsview Wealth Management bought 27,701 iShares MBS ETF shares in Q2 2026, an estimated $2.62M.
  • iShares MBS ETF made up 0.47% of Kingsview Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Kingsview Wealth Management first reported a position in iShares MBS ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.