LifeSteps Financial’s iShares MBS ETF MBB Stock Holding History

LifeSteps Financial’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	$74K	Buy	+783	New	+$74K	0.03%	178

Other funds holding MBB

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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LifeSteps Financial's MBB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares MBS ETF (MBB) in Q2 2026: 783 shares worth $74K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings.

464 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

LifeSteps Financial held 783 shares of iShares MBS ETF worth $74K as of Q2 2026.
iShares MBS ETF was a new LifeSteps Financial position in Q2 2026.
iShares MBS ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #178 holding.
464 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.