Mosley Wealth Management’s iShares MBS ETF MBB Stock Holding History

Mosley Wealth 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	$910K	Sell	9,632 -24,812	-72%	-$2.35M	0.29%	62
2026 Q1	$3.28M	Buy	34,444 +172	+0.5%	+$16.4K	1.48%	16
2025 Q4	$3.26M	Buy	+34,272	New	+$3.27M	1.49%	17
2024 Q4	$2.91M	Buy	31,554 +3,321	+12%	+$309K	1.8%	13
2024 Q3	$2.64M	Buy	28,233 +1,911	+7%	+$181K	1.8%	14
2024 Q2	$2.42M	Sell	26,322 -112	-0.4%	-$10.2K	2.06%	13
2024 Q1	$2.44M	Sell	26,434 -478	-2%	-$44.2K	2.29%	12
2023 Q4	$2.53M	Buy	+26,912	New	+$2.41M	2.5%	10

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

Mosley Wealth Management's MBB Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares MBS ETF (MBB) stake by 72% in Q2 2026, selling an estimated $2.35M and leaving 9,632 shares worth $910K. The position accounts for 0.29% of the portfolio, ranked #62.

Mosley Wealth Management first reported a position in MBB in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.28M in Q1 2026. 667 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Mosley Wealth Management held 9,632 shares of iShares MBS ETF worth $910K as of Q2 2026.
Mosley Wealth Management sold 24,812 iShares MBS ETF shares in Q2 2026, an estimated $2.35M.
iShares MBS ETF made up 0.29% of Mosley Wealth Management's portfolio in Q2 2026, its #62 holding.
Mosley Wealth Management first reported a position in iShares MBS ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's iShares MBS ETF position peaked at $3.28M in Q1 2026.
667 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.