Legacy Wealth Management (Idaho)’s iShares MBS ETF MBB Stock Holding History

Legacy Wealth Management (Idaho)’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	$227K	Buy	2,407 +2,340	+3,493%	+$221K	0.09%	170
2026 Q1	$6.36K	Buy	67 +21	+46%	+$2.01K	﹤0.01%	573
2025 Q4	$4.38K	Buy	46 +25	+119%	+$2.38K	﹤0.01%	552
2025 Q3	$2K	Hold	21	–	–	﹤0.01%	540
2025 Q2	$1.97K	Hold	21	–	–	﹤0.01%	518
2025 Q1	$1.97K	Hold	21	–	–	﹤0.01%	543
2024 Q4	$1.94K	Buy	21 +2	+11%	+$186	﹤0.01%	504
2024 Q3	$1.76K	Buy	+19	New	+$1.8K	﹤0.01%	493

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 Wealth Management (Idaho)'s MBB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its iShares MBS ETF (MBB) stake by 3,493% in Q2 2026, buying an estimated $221K and bringing the position to 2,407 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #170.

Legacy Wealth Management (Idaho) first reported a position in MBB in Q3 2024 and has held it in 8 quarters since. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Legacy Wealth Management (Idaho) held 2,407 shares of iShares MBS ETF worth $227K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 2,340 iShares MBS ETF shares in Q2 2026, an estimated $221K.
iShares MBS ETF made up 0.09% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #170 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares MBS ETF in Q3 2024 and has held it in 8 quarters since.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.