Obermeyer Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Obermeyer Wealth Partners’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	–	Sell	-2,541	Closed	-$241K	–	313
2026 Q1	$241K	Sell	2,541 -301	-11%	-$28.8K	0.01%	263
2025 Q4	$271K	Buy	2,842 +189	+7%	+$18K	0.01%	253
2025 Q3	$252K	Buy	+2,653	New	+$249K	0.01%	255
2022 Q4	–	Sell	-3,407	Closed	-$312K	–	230
2022 Q3	$312K	Hold	3,407	–	–	0.03%	144
2022 Q2	$332K	Hold	3,407	–	–	0.02%	135
2022 Q1	$347K	Hold	3,407	–	–	0.02%	151
2021 Q4	$366K	Buy	+3,407	New	+$367K	0.02%	148
2021 Q3	–	Sell	-3,407	Closed	-$369K	–	223
2021 Q2	$369K	Hold	3,407	–	–	0.02%	148
2021 Q1	$369K	Sell	3,407 -6	-0.2%	-$657	0.02%	143
2020 Q4	$376K	Buy	3,413 +6	+0.2%	+$661	0.03%	101
2020 Q3	$376K	Hold	3,407	–	–	0.03%	98
2020 Q2	$377K	Hold	3,407	–	–	0.03%	93
2020 Q1	$376K	Hold	3,407	–	–	0.04%	79
2019 Q4	$368K	Hold	3,407	–	–	0.03%	92
2019 Q3	$369K	Hold	3,407	–	–	0.03%	91
2019 Q2	$367K	Hold	3,407	–	–	0.03%	92
2019 Q1	$362K	Hold	3,407	–	–	0.03%	89
2018 Q4	$357K	Hold	3,407	–	–	0.04%	87
2018 Q3	$352K	Buy	+3,407	New	+$354K	0.03%	90

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

Obermeyer Wealth Partners's MBB Position: Q2 2026 in Review

Obermeyer Wealth Partners sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 2,541 shares — an estimated $241K sold.

Obermeyer Wealth Partners first reported a position in MBB in Q3 2018 and held it in 19 quarters. The position peaked at $377K in Q2 2020. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Obermeyer Wealth Partners reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
Obermeyer Wealth Partners sold 2,541 iShares MBS ETF shares in Q2 2026, an estimated $241K.
Obermeyer Wealth Partners first reported a position in iShares MBS ETF in Q3 2018 and held it in 19 quarters.
Obermeyer Wealth Partners's iShares MBS ETF position peaked at $377K in Q2 2020.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.