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One Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

One Wealth Advisors’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 		$12.7M Buy
134,132
+7,979
+6% +$755K 1.4% 19
2026
Q1 		$12M Buy
126,153
+3,448
+3% +$329K 1.49% 22
2025
Q4 		$11.7M Buy
122,705
+8,299
+7% +$792K 1.43% 20
2025
Q3 		$10.9M Buy
114,406
+9,072
+9% +$852K 1.37% 21
2025
Q2 		$9.89M Buy
105,334
+3,599
+4% +$334K 1.38% 23
2025
Q1 		$9.54M Sell
101,735
-13,852
-12% -$1.28M 1.42% 18
2024
Q4 		$10.6M Buy
115,587
+8,089
+8% +$753K 1.57% 18
2024
Q3 		$10.3M Buy
+107,498
New +$10.2M 1.58% 19
2024
Q2 		– Sell
-97,607
Closed -$9.02M – 255
2024
Q1 		$9.02M Buy
97,607
+7,439
+8% +$688K 1.57% 18
2023
Q4 		$8.48M Buy
90,168
+2,941
+3% +$264K 1.63% 17
2023
Q3 		$7.75M Sell
87,227
-24,937
-22% -$2.28M 1.72% 14
2023
Q2 		$10.5M Buy
112,164
+5,280
+5% +$497K 2.2% 11
2023
Q1 		$10.1M Buy
106,884
+19,291
+22% +$1.82M 2.34% 11
2022
Q4 		$8.12M Buy
87,593
+69,262
+378% +$6.39M 1.86% 13
2022
Q3 		$1.68M Buy
18,331
+1,765
+11% +$171K 0.55% 33
2022
Q2 		$1.61M Sell
16,566
-541
-3% -$53.1K 0.43% 47
2022
Q1 		$1.74M Sell
17,107
-2,429
-12% -$253K 0.43% 41
2021
Q4 		$2.1M Sell
19,536
-24,138
-55% -$2.6M 0.53% 36
2021
Q3 		$4.72M Buy
43,674
+35,851
+458% +$3.89M 1.38% 17
2021
Q2 		$847K Buy
7,823
+3,045
+64% +$330K 0.27% 47
2021
Q1 		$518K Buy
4,778
+1,150
+32% +$126K 0.2% 63
2020
Q4 		$400K Buy
+3,628
New +$399K 0.22% 57

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

One Wealth Advisors's MBB Position: Q2 2026 in Review

One Wealth Advisors increased its iShares MBS ETF (MBB) stake by 6.3% in Q2 2026, buying an estimated $755K and bringing the position to 134,132 shares worth $12.7M. The position accounts for 1.4% of the portfolio, ranked #19.

One Wealth Advisors first reported a position in MBB in Q4 2020 and has held it in 22 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • One Wealth Advisors held 134,132 shares of iShares MBS ETF worth $12.7M as of Q2 2026.
  • One Wealth Advisors bought 7,979 iShares MBS ETF shares in Q2 2026, an estimated $755K.
  • iShares MBS ETF made up 1.4% of One Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • One Wealth Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.