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

ORG 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	$1.37M	Sell	14,497 -791	-5%	-$74.8K	0.21%	62
2026 Q1	$1.45M	Sell	15,288 -592	-4%	-$56.6K	0.29%	54
2025 Q4	$1.51M	Hold	15,880	–	–	0.36%	47
2025 Q3	$1.51M	Sell	15,880 -675	-4%	-$63.4K	0.32%	50
2025 Q2	$1.55M	Sell	16,555 -107	-0.6%	-$9.91K	0.37%	40
2025 Q1	$1.56M	Sell	16,662 -538	-3%	-$49.8K	0.48%	35
2024 Q4	$1.58M	Sell	17,200 -169	-1%	-$15.7K	0.49%	19
2024 Q3	$1.66M	Buy	+17,369	New	+$1.64M	0.55%	20

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

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

ORG Wealth Partners reduced its iShares MBS ETF (MBB) stake by 5.2% in Q2 2026, selling an estimated $74.8K and leaving 14,497 shares worth $1.37M. The position accounts for 0.21% of the portfolio, ranked #62.

ORG Wealth Partners first reported a position in MBB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q3 2024. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

ORG Wealth Partners held 14,497 shares of iShares MBS ETF worth $1.37M as of Q2 2026.
ORG Wealth Partners sold 791 iShares MBS ETF shares in Q2 2026, an estimated $74.8K.
iShares MBS ETF made up 0.21% of ORG Wealth Partners's portfolio in Q2 2026, its #62 holding.
ORG Wealth Partners first reported a position in iShares MBS ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares MBS ETF position peaked at $1.66M in Q3 2024.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.