LWM Advisory Services’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
Other funds holding MBB
TWIM
TCIIS
LWM Advisory Services's MBB Position: Q2 2026 in Review
LWM Advisory Services opened a new position in iShares MBS ETF (MBB) in Q2 2026: 2,589 shares worth $245K. The stake represents 0.44% of the portfolio and ranks #71 among its holdings. This is a return to the name: LWM Advisory Services previously reported a position in MBB as recently as Q3 2022.
LWM Advisory Services first reported a position in MBB in Q4 2021 and has held it in 3 quarters since. The position peaked at $258K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.
- LWM Advisory Services held 2,589 shares of iShares MBS ETF worth $245K as of Q2 2026.
- iShares MBS ETF was a new LWM Advisory Services position in Q2 2026.
- iShares MBS ETF made up 0.44% of LWM Advisory Services's portfolio in Q2 2026, its #71 holding.
- LWM Advisory Services first reported a position in iShares MBS ETF in Q4 2021 and has held it in 3 quarters since.
- LWM Advisory Services's iShares MBS ETF position peaked at $258K in Q4 2021.
- 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.
Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.