Kingswood Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Kingswood Wealth Advisors’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	$385K	Sell	4,077 -842	-17%	-$79.6K	0.02%	691
2026 Q1	$467K	Buy	4,919 +1,045	+27%	+$99.8K	0.02%	566
2025 Q4	$369K	Sell	3,874 -667	-15%	-$63.6K	0.02%	618
2025 Q3	$432K	Buy	4,541 +39	+0.9%	+$3.66K	0.03%	519
2025 Q2	$423K	Sell	4,502 -195	-4%	-$18.1K	0.03%	461
2025 Q1	$441K	Sell	4,697 -935	-17%	-$86.5K	0.04%	428
2024 Q4	$516K	Buy	5,632 +916	+19%	+$85.3K	0.04%	430
2024 Q3	$452K	Buy	4,716 +744	+19%	+$70.3K	0.03%	481
2024 Q2	$365K	Buy	3,972 +558	+16%	+$50.8K	0.03%	470
2024 Q1	$316K	Sell	3,414 -204	-6%	-$18.9K	0.04%	459
2023 Q4	$340K	Buy	3,618 +570	+19%	+$51.1K	0.04%	435
2023 Q3	$271K	Buy	+3,048	New	+$279K	0.05%	342

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kingswood Wealth Advisors's MBB Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares MBS ETF (MBB) stake by 17% in Q2 2026, selling an estimated $79.6K and leaving 4,077 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #691.

Kingswood Wealth Advisors first reported a position in MBB in Q3 2023 and has held it in 12 quarters since. The position peaked at $516K in Q4 2024. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Kingswood Wealth Advisors held 4,077 shares of iShares MBS ETF worth $385K as of Q2 2026.
Kingswood Wealth Advisors sold 842 iShares MBS ETF shares in Q2 2026, an estimated $79.6K.
iShares MBS ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #691 holding.
Kingswood Wealth Advisors first reported a position in iShares MBS ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's iShares MBS ETF position peaked at $516K in Q4 2024.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.