Merkkuri Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Merkkuri Wealth 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	$751K	Sell	7,942 -2,002	-20%	-$189K	0.47%	47
2026 Q1	$944K	Buy	9,944 +120	+1%	+$11.5K	0.63%	43
2025 Q4	$935K	Buy	9,824 +4,053	+70%	+$387K	0.64%	46
2025 Q3	$549K	Buy	5,771 +236	+4%	+$22.2K	0.4%	50
2025 Q2	$520K	Buy	5,535 +131	+2%	+$12.1K	0.39%	51
2025 Q1	$507K	Sell	5,404 -1,665	-24%	-$154K	0.43%	54
2024 Q4	$648K	Buy	7,069 +732	+12%	+$68.2K	0.51%	45
2024 Q3	$607K	Buy	6,337 +852	+16%	+$80.5K	0.48%	49
2024 Q2	$504K	Buy	+5,485	New	+$500K	0.46%	52

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

Merkkuri Wealth Advisors's MBB Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its iShares MBS ETF (MBB) stake by 20% in Q2 2026, selling an estimated $189K and leaving 7,942 shares worth $751K. The position accounts for 0.47% of the portfolio, ranked #47.

Merkkuri Wealth Advisors first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $944K in Q1 2026. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Merkkuri Wealth Advisors held 7,942 shares of iShares MBS ETF worth $751K as of Q2 2026.
Merkkuri Wealth Advisors sold 2,002 iShares MBS ETF shares in Q2 2026, an estimated $189K.
iShares MBS ETF made up 0.47% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Merkkuri Wealth Advisors first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's iShares MBS ETF position peaked at $944K in Q1 2026.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.