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

Nova 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 		$3.78K Sell
40
-67
-63% -$6.34K ﹤0.01% 485
2026
Q1 		$10.2K Buy
107
+67
+168% +$6.4K 0.01% 363
2025
Q4 		$3.81K Hold
40
– – ﹤0.01% 454
2025
Q3 		$3.81K Sell
40
-46
-53% -$4.32K ﹤0.01% 444
2025
Q2 		$8.07K Buy
+86
New +$7.97K 0.01% 387

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Nova Wealth Management reduced its iShares MBS ETF (MBB) stake by 63% in Q2 2026, selling an estimated $6.34K and leaving 40 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Nova Wealth Management first reported a position in MBB in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.2K in Q1 2026. 187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Nova Wealth Management held 40 shares of iShares MBS ETF worth $3.78K as of Q2 2026.
  • Nova Wealth Management sold 67 iShares MBS ETF shares in Q2 2026, an estimated $6.34K.
  • iShares MBS ETF made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #485 holding.
  • Nova Wealth Management first reported a position in iShares MBS ETF in Q2 2025 and has held it in 5 quarters since.
  • Nova Wealth Management's iShares MBS ETF position peaked at $10.2K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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