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Meridian Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Meridian Wealth Partners’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 		$28.1M Buy
297,555
+17,221
+6% +$1.63M 3.4% 10
2026
Q1 		$26.6M Buy
280,334
+12,074
+5% +$1.15M 3.65% 9
2025
Q4 		$25.5M Buy
268,260
+8,360
+3% +$797K 3.52% 9
2025
Q3 		$24.7M Buy
259,900
+12,296
+5% +$1.16M 3.4% 8
2025
Q2 		$23.2M Buy
247,604
+16,481
+7% +$1.53M 3.37% 7
2025
Q1 		$21.7M Buy
231,123
+803
+0.3% +$74.3K 3.46% 6
2024
Q4 		$21.1M Buy
230,320
+6,538
+3% +$609K 3.2% 7
2024
Q3 		$21.4M Buy
223,782
+32,224
+17% +$3.05M 3.33% 8
2024
Q2 		$17.6M Buy
191,558
+13,510
+8% +$1.23M 3.11% 9
2024
Q1 		$16.5M Buy
178,048
+8,953
+5% +$828K 2.97% 9
2023
Q4 		$15.9M Buy
169,095
+3,290
+2% +$295K 3.04% 10
2023
Q3 		$14.7M Buy
165,805
+14,868
+10% +$1.36M 3.07% 11
2023
Q2 		$14.1M Buy
150,937
+12,262
+9% +$1.15M 2.89% 12
2023
Q1 		$13.1M Buy
+138,675
New +$13.1M 2.86% 12
2021
Q2 		– Sell
-706
Closed -$77K – 774
2021
Q1 		$77K Hold
706
– – 0.02% 128
2020
Q4 		$78K Hold
706
– – 0.03% 110
2020
Q3 		$78K Hold
706
– – 0.04% 103
2020
Q2 		$78K Hold
706
– – 0.04% 104
2020
Q1 		$78K Sell
706
-113
-14% -$12.3K 0.05% 100
2019
Q4 		$89K Buy
+819
New +$88.5K 0.06% 101

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

Meridian Wealth Partners's MBB Position: Q2 2026 in Review

Meridian Wealth Partners increased its iShares MBS ETF (MBB) stake by 6.1% in Q2 2026, buying an estimated $1.63M and bringing the position to 297,555 shares worth $28.1M. The position accounts for 3.4% of the portfolio, ranked #10.

Meridian Wealth Partners first reported a position in MBB in Q4 2019 and has held it in 20 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Meridian Wealth Partners held 297,555 shares of iShares MBS ETF worth $28.1M as of Q2 2026.
  • Meridian Wealth Partners bought 17,221 iShares MBS ETF shares in Q2 2026, an estimated $1.63M.
  • iShares MBS ETF made up 3.4% of Meridian Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Meridian Wealth Partners first reported a position in iShares MBS ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.