Maia Wealth’s iShares MBS ETF MBB Stock Holding History

Maia Wealth’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 Q3	$816K	Sell	9,100 -5,400	-37%	-$501K	0.11%	169
2026 Q2	$1.37M	Sell	14,500 -2,198	-13%	-$208K	0.2%	131
2026 Q1	$1.59M	Sell	16,698 -853	-5%	-$81.5K	0.27%	111
2025 Q4	$1.69M	Sell	17,551 -413	-2%	-$39.4K	0.29%	97
2025 Q3	$1.71M	Buy	17,964 +1,155	+7%	+$109K	0.29%	97
2025 Q2	$1.58M	Buy	16,809 +208	+1%	+$19.3K	0.3%	90
2025 Q1	$1.54M	Sell	16,601 -2,359	-12%	-$218K	0.35%	76
2024 Q4	$1.75M	Sell	18,960 -1,500	-7%	-$140K	0.38%	63
2024 Q3	$1.91M	Buy	20,460 +2,621	+15%	+$248K	0.47%	54
2024 Q2	$1.65M	Buy	+17,839	New	+$1.62M	0.5%	52
2023 Q4	$1.42M	Buy	+15,069	New	+$1.35M	0.57%	41

Other funds holding MBB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Maia Wealth's MBB Position: Q3 2026 in Review

Maia Wealth reduced its iShares MBS ETF (MBB) stake by 37% in Q3 2026, selling an estimated $501K and leaving 9,100 shares worth $816K. The position accounts for 0.11% of the portfolio, ranked #169.

Maia Wealth first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q3 2024. 776 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Maia Wealth held 9,100 shares of iShares MBS ETF worth $816K as of Q3 2026.
Maia Wealth sold 5,400 iShares MBS ETF shares in Q3 2026, an estimated $501K.
iShares MBS ETF made up 0.11% of Maia Wealth's portfolio in Q3 2026, its #169 holding.
Maia Wealth first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's iShares MBS ETF position peaked at $1.91M in Q3 2024.
776 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.