Market Street Wealth Management Advisors’s iShares MBS ETF MBB Stock Holding History

Market Street Wealth Management Advisors’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	$282K	Buy	2,981 +116	+4%	+$11K	0.04%	102
2026 Q1	$272K	Hold	2,865	–	–	0.04%	94
2025 Q4	$273K	Sell	2,865 -180	-6%	-$17.2K	0.04%	93
2025 Q3	$290K	Hold	3,045	–	–	0.05%	91
2025 Q2	$286K	Hold	3,045	–	–	0.05%	88
2025 Q1	$286K	Sell	3,045 -371	-11%	-$34.3K	0.05%	85
2024 Q4	$313K	Sell	3,416 -461	-12%	-$42.9K	0.05%	80
2024 Q3	$371K	Hold	3,877	–	–	0.06%	78
2024 Q2	$356K	Sell	3,877 -4,645	-55%	-$423K	0.06%	79
2024 Q1	$788K	Sell	8,522 -14,454	-63%	-$1.34M	0.14%	59
2023 Q4	$2.16M	Sell	22,976 -117,664	-84%	-$10.6M	0.45%	34
2023 Q3	$12.5M	Sell	140,640 -134	-0.1%	-$12.2K	3.19%	10
2023 Q2	$13.1M	Buy	140,774 +8,420	+6%	+$792K	3.33%	10
2023 Q1	$12.5M	Buy	132,354 +60,365	+84%	+$5.7M	3.3%	10
2022 Q4	$6.68M	Buy	71,989 +67,758	+1,601%	+$6.25M	1.93%	11
2022 Q3	$388K	Sell	4,231 -348	-8%	-$33.7K	0.12%	74
2022 Q2	$446K	Sell	4,579 -14	-0.3%	-$1.37K	0.14%	68
2022 Q1	$468K	Sell	4,593 -578	-11%	-$60.3K	0.17%	59
2021 Q4	$556K	Buy	5,171 +1,279	+33%	+$138K	0.18%	54
2021 Q3	$421K	Buy	3,892 +742	+24%	+$80.5K	0.17%	55
2021 Q2	$341K	Buy	3,150 +778	+33%	+$84.3K	0.15%	57
2021 Q1	$257K	Buy	+2,372	New	+$260K	0.15%	56

Other funds holding MBB

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MWA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MMA

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

BlackRock New York $6.73T AUM 46.02% 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

Market Street Wealth Management Advisors's MBB Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its iShares MBS ETF (MBB) stake by 4% in Q2 2026, buying an estimated $11K and bringing the position to 2,981 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #102.

Market Street Wealth Management Advisors first reported a position in MBB in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.1M in Q2 2023. 669 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Market Street Wealth Management Advisors held 2,981 shares of iShares MBS ETF worth $282K as of Q2 2026.
Market Street Wealth Management Advisors bought 116 iShares MBS ETF shares in Q2 2026, an estimated $11K.
iShares MBS ETF made up 0.04% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #102 holding.
Market Street Wealth Management Advisors first reported a position in iShares MBS ETF in Q1 2021 and has held it in 22 quarters since.
Market Street Wealth Management Advisors's iShares MBS ETF position peaked at $13.1M in Q2 2023.
669 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.