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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

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

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. 1,026 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.
  • 1,026 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.