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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Maia Wealth's MBB Position: Q2 2026 in Review

Maia Wealth reduced its iShares MBS ETF (MBB) stake by 13% in Q2 2026, selling an estimated $208K and leaving 14,500 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #131.

Maia Wealth first reported a position in MBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.91M in Q3 2024. 403 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Maia Wealth held 14,500 shares of iShares MBS ETF worth $1.37M as of Q2 2026.
Maia Wealth sold 2,198 iShares MBS ETF shares in Q2 2026, an estimated $208K.
iShares MBS ETF made up 0.2% of Maia Wealth's portfolio in Q2 2026, its #131 holding.
Maia Wealth first reported a position in iShares MBS ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's iShares MBS ETF position peaked at $1.91M in Q3 2024.
403 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.