MWM
MBB icon

Maripau Wealth Management’s iShares MBS ETF MBB Stock Holding History

Maripau 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 		$1.16M Buy
12,294
+657
+6% +$62.1K 0.41% 54
2026
Q1 		$1.1M Buy
11,637
+554
+5% +$52.9K 0.49% 48
2025
Q4 		$1.06M Sell
11,083
-468
-4% -$44.6K 0.49% 48
2025
Q3 		$1.1M Sell
11,551
-2,488
-18% -$234K 0.55% 46
2025
Q2 		$1.32M Sell
14,039
-8,177
-37% -$758K 0.66% 41
2025
Q1 		$2.08M Sell
22,216
-9,112
-29% -$843K 1.2% 20
2024
Q4 		$2.87M Buy
31,328
+2,149
+7% +$200K 1.7% 16
2024
Q3 		$2.8M Buy
29,179
+2,159
+8% +$204K 2.42% 13
2024
Q2 		$2.48M Buy
27,020
+2,482
+10% +$226K 1.69% 12
2024
Q1 		$2.27M Sell
24,538
-620
-2% -$57.3K 1.7% 12
2023
Q4 		$2.37M Sell
25,158
-1,368
-5% -$123K 2.06% 10
2023
Q3 		$2.36M Sell
26,526
-5,998
-18% -$548K 2.17% 10
2023
Q2 		$3.03M Buy
32,524
+3,652
+13% +$343K 2.7% 9
2023
Q1 		$2.74M Sell
28,872
-829
-3% -$78.3K 2.84% 12
2022
Q4 		$2.85M Buy
29,701
+6,724
+29% +$620K 2.97% 11
2022
Q3 		$2.08M Buy
22,977
+16,420
+250% +$1.59M 2.24% 10
2022
Q2 		$659K Sell
6,557
-223
-3% -$21.9K 0.71% 32
2022
Q1 		$666K Buy
6,780
+1,179
+21% +$123K 0.6% 38
2021
Q4 		$581K Buy
+5,601
New +$603K 0.55% 44

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Maripau Wealth Management increased its iShares MBS ETF (MBB) stake by 5.6% in Q2 2026, buying an estimated $62.1K and bringing the position to 12,294 shares worth $1.16M. The position accounts for 0.41% of the portfolio, ranked #54.

Maripau Wealth Management first reported a position in MBB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.03M in Q2 2023. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Maripau Wealth Management held 12,294 shares of iShares MBS ETF worth $1.16M as of Q2 2026.
  • Maripau Wealth Management bought 657 iShares MBS ETF shares in Q2 2026, an estimated $62.1K.
  • iShares MBS ETF made up 0.41% of Maripau Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Maripau Wealth Management first reported a position in iShares MBS ETF in Q4 2021 and has held it in 19 quarters since.
  • Maripau Wealth Management's iShares MBS ETF position peaked at $3.03M in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.