LWM
MBB icon

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

Liberty 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 		$5.51M Hold
58,020
– – 0.69% 36
2026
Q1 		$5.51M Buy
58,020
+4,899
+9% +$468K 0.69% 36
2025
Q4 		$5.06M Sell
53,121
-2,489
-4% -$237K 0.65% 37
2025
Q3 		$5.29M Buy
55,610
+2,294
+4% +$216K 0.75% 34
2025
Q2 		$5.01M Buy
+53,316
New +$4.94M 0.78% 35
2025
Q1 		– Sell
-56,774
Closed -$5.18M – 181
2024
Q4 		$5.18M Buy
56,774
+384
+0.7% +$35.8K 0.86% 30
2024
Q3 		$5.4M Sell
56,390
-110,966
-66% -$10.5M 0.92% 27
2024
Q2 		$5.29M Buy
167,356
+109,156
+188% +$9.94M 0.97% 27
2024
Q1 		$5.37M Sell
58,200
-16,642
-22% -$1.54M 1.05% 26
2023
Q4 		$7.04M Buy
74,842
+789
+1% +$70.8K 1.51% 18
2023
Q3 		$6.57M Sell
74,053
-10,644
-13% -$973K 1.64% 16
2023
Q2 		$7.9M Buy
84,697
+3,865
+5% +$364K 1.95% 11
2023
Q1 		$7.66M Buy
+80,832
New +$7.63M 1.58% 12
2022
Q3 		$2.05M Buy
22,375
+908
+4% +$88K 0.55% 30
2022
Q2 		$2.09M Sell
21,467
-691
-3% -$67.8K 0.85% 27
2022
Q1 		$2.25M Buy
+22,158
New +$2.31M 0.81% 28
2021
Q4 		– Sell
-16,248
Closed -$1.75M – 54
2021
Q3 		$1.76M Buy
16,248
+2,805
+21% +$304K 0.63% 34
2021
Q2 		$1.46M Sell
13,443
-4,367
-25% -$473K 0.57% 32
2021
Q1 		$1.96M Hold
17,810
– – 0.96% 23
2020
Q4 		$1.96M Buy
17,810
+16,651
+1,437% +$1.83M 0.96% 23
2020
Q3 		$128K Buy
1,159
+5
+0.4% +$553 0.08% 137
2020
Q2 		$128K Sell
1,154
-10,995
-91% -$1.22M 0.09% 122
2020
Q1 		$1.36M Sell
12,149
-2,280
-16% -$248K 1.19% 19
2019
Q4 		$1.56M Buy
14,429
+4,246
+42% +$459K 1.23% 13
2019
Q3 		$1.1M Buy
10,183
+5,489
+117% +$592K 1.04% 17
2019
Q2 		$505K Buy
4,694
+3,560
+314% +$379K 0.44% 50
2019
Q1 		$120K Buy
1,134
+178
+19% +$18.7K 0.09% 120
2018
Q4 		$100K Buy
+956
New +$98.3K 0.07% 131

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

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

Liberty Wealth Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 58,020 shares worth $5.51M. The position accounts for 0.69% of the portfolio, ranked #36.

Liberty Wealth Management first reported a position in MBB in Q4 2018 and has held it in 28 quarters since. The position peaked at $7.9M in Q2 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Liberty Wealth Management held 58,020 shares of iShares MBS ETF worth $5.51M as of Q2 2026.
  • Liberty Wealth Management left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up 0.69% of Liberty Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Liberty Wealth Management first reported a position in iShares MBS ETF in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's iShares MBS ETF position peaked at $7.9M in Q2 2023.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.