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Oxinas Partners Wealth Management’s iShares MBS ETF MBB Stock Holding History

Oxinas Partners 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 		$314K Buy
3,318
+708
+27% +$67K 0.12% 118
2026
Q1 		$248K Buy
+2,610
New +$249K 0.11% 124

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

Oxinas Partners Wealth Management's MBB Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its iShares MBS ETF (MBB) stake by 27% in Q2 2026, buying an estimated $67K and bringing the position to 3,318 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #118.

Oxinas Partners Wealth Management first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Oxinas Partners Wealth Management held 3,318 shares of iShares MBS ETF worth $314K as of Q2 2026.
  • Oxinas Partners Wealth Management bought 708 iShares MBS ETF shares in Q2 2026, an estimated $67K.
  • iShares MBS ETF made up 0.12% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Oxinas Partners Wealth Management first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.