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

Lodestone 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 		$2.36K Hold
25
– – ﹤0.01% 669
2026
Q1 		$2.37K Sell
25
-21
-46% -$2.01K ﹤0.01% 655
2025
Q4 		$4.38K Buy
+46
New +$4.39K ﹤0.01% 601

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

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

Lodestone Wealth Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 25 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Lodestone Wealth Management first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.38K in Q4 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Lodestone Wealth Management held 25 shares of iShares MBS ETF worth $2.36K as of Q2 2026.
  • Lodestone Wealth Management left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #669 holding.
  • Lodestone Wealth Management first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's iShares MBS ETF position peaked at $4.38K in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.