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

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 22.96% 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

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. 1,026 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.
1,026 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.