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Monument Capital Management’s iShares MBS ETF MBB Stock Holding History

Monument Capital 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 		$4.97M Buy
52,580
+4,771
+10% +$451K 1% 31
2026
Q1 		$4.54M Sell
47,809
-2,411
-5% -$230K 1.14% 26
2025
Q4 		$4.78M Buy
+50,220
New +$4.79M 1.19% 24

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Monument Capital Management's MBB Position: Q2 2026 in Review

Monument Capital Management increased its iShares MBS ETF (MBB) stake by 10% in Q2 2026, buying an estimated $451K and bringing the position to 52,580 shares worth $4.97M. The position accounts for 1% of the portfolio, ranked #31.

Monument Capital Management first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Monument Capital Management held 52,580 shares of iShares MBS ETF worth $4.97M as of Q2 2026.
  • Monument Capital Management bought 4,771 iShares MBS ETF shares in Q2 2026, an estimated $451K.
  • iShares MBS ETF made up 1% of Monument Capital Management's portfolio in Q2 2026, its #31 holding.
  • Monument Capital Management first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.