Legacy Capital Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Legacy Capital Wealth Partners’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	-7,384	Closed	-$701K	–	399
2026 Q1	$701K	Sell	7,384 -89	-1%	-$8.5K	0.14%	152
2025 Q4	$712K	Buy	7,473 +89	+1%	+$8.49K	0.15%	145
2025 Q3	$703K	Buy	7,384 +129	+2%	+$12.1K	0.15%	146
2025 Q2	$681K	Sell	7,255 -766	-10%	-$71K	0.16%	138
2025 Q1	$752K	Buy	8,021 +1,515	+23%	+$140K	0.19%	114
2024 Q4	$596K	Buy	+6,506	New	+$606K	0.15%	143

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 22.9% 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

Legacy Capital Wealth Partners's MBB Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 7,384 shares — an estimated $701K sold.

Legacy Capital Wealth Partners first reported a position in MBB in Q4 2024 and held it in 6 quarters. The position peaked at $752K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 7,384 iShares MBS ETF shares in Q2 2026, an estimated $701K.
Legacy Capital Wealth Partners first reported a position in iShares MBS ETF in Q4 2024 and held it in 6 quarters.
Legacy Capital Wealth Partners's iShares MBS ETF position peaked at $752K in Q1 2025.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.