Measured Wealth Private Client Group’s iShares MBS ETF MBB Stock Holding History

Measured Wealth Private Client Group’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	$18K	Hold	190	–	–	﹤0.01%	508
2026 Q1	$18K	Hold	190	–	–	﹤0.01%	499
2025 Q4	$18.1K	Hold	190	–	–	﹤0.01%	497
2025 Q3	$18.1K	Buy	+190	New	+$17.8K	﹤0.01%	485
2018 Q4	–	Sell	-455	Closed	-$47K	–	445
2018 Q3	$47K	Buy	+455	New	+$47.2K	0.03%	370

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Measured Wealth Private Client Group's MBB Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares MBS ETF (MBB) position steady in Q2 2026 at 190 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Measured Wealth Private Client Group first reported a position in MBB in Q3 2018 and has held it in 5 quarters since. The position peaked at $47K in Q3 2018. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Measured Wealth Private Client Group held 190 shares of iShares MBS ETF worth $18K as of Q2 2026.
Measured Wealth Private Client Group left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #508 holding.
Measured Wealth Private Client Group first reported a position in iShares MBS ETF in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's iShares MBS ETF position peaked at $47K in Q3 2018.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.