LWM
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LongView Wealth Management’s iShares MBS ETF MBB Stock Holding History

LongView 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 		$787K Sell
8,324
-1,563
-16% -$148K 0.2% 99
2026
Q1 		$944K Buy
9,887
+1,050
+12% +$100K 0.24% 93
2025
Q4 		$845K Buy
8,837
+4,968
+128% +$474K 0.2% 104
2025
Q3 		$368K Sell
3,869
-142
-4% -$13.3K 0.1% 152
2025
Q2 		$377K Buy
4,011
+227
+6% +$21K 0.11% 142
2025
Q1 		$355K Buy
3,784
+327
+9% +$30.2K 0.11% 147
2024
Q4 		$317K Buy
3,457
+461
+15% +$42.9K 0.1% 153
2024
Q3 		$287K Sell
2,996
-531
-15% -$50.2K 0.09% 165
2024
Q2 		$324K Sell
3,527
-688
-16% -$62.7K 0.12% 137
2024
Q1 		$390K Sell
4,215
-1,772
-30% -$164K 0.15% 124
2023
Q4 		$558K Buy
+5,987
New +$537K 0.25% 86

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

LongView Wealth Management reduced its iShares MBS ETF (MBB) stake by 16% in Q2 2026, selling an estimated $148K and leaving 8,324 shares worth $787K. The position accounts for 0.2% of the portfolio, ranked #99.

LongView Wealth Management first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $944K in Q1 2026. 187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • LongView Wealth Management held 8,324 shares of iShares MBS ETF worth $787K as of Q2 2026.
  • LongView Wealth Management sold 1,563 iShares MBS ETF shares in Q2 2026, an estimated $148K.
  • iShares MBS ETF made up 0.2% of LongView Wealth Management's portfolio in Q2 2026, its #99 holding.
  • LongView Wealth Management first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's iShares MBS ETF position peaked at $944K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.