PWMG
MBB icon

Prestige Wealth Management Group’s iShares MBS ETF MBB Stock Holding History

Prestige Wealth Management Group’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 		$34.2M Buy
361,979
+45,938
+15% +$4.34M 6.21% 2
2026
Q1 		$30M Buy
316,041
+314,291
+17,959% +$30M 5.89% 4
2025
Q4 		$167K Hold
1,750
– – 0.03% 172
2025
Q3 		$167K Hold
1,750
– – 0.03% 183
2025
Q2 		$164K Hold
1,750
– – 0.03% 176
2025
Q1 		$164K Hold
1,750
– – 0.04% 162
2024
Q4 		$160K Hold
1,750
– – 0.03% 166
2024
Q3 		$168K Hold
1,750
– – 0.03% 162
2024
Q2 		$161K Hold
1,750
– – 0.03% 147
2024
Q1 		$162K Hold
1,750
– – 0.03% 167
2023
Q4 		$165K Hold
1,750
– – 0.04% 150
2023
Q3 		$155K Sell
1,750
-485
-22% -$44.3K 0.04% 151
2023
Q2 		$208K Sell
2,235
-265
-11% -$24.9K 0.05% 146
2023
Q1 		$237K Hold
2,500
– – 0.06% 141
2022
Q4 		$232K Sell
2,500
-50
-2% -$4.61K 0.06% 125
2022
Q3 		$234K Hold
2,550
– – 0.07% 125
2022
Q2 		$249K Hold
2,550
– – 0.07% 120
2022
Q1 		$260K Hold
2,550
– – 0.06% 126
2021
Q4 		$274K Hold
2,550
– – 0.07% 118
2021
Q3 		$276K Buy
2,550
+800
+46% +$86.8K 0.07% 113
2021
Q2 		$189K Sell
1,750
-1,233
-41% -$134K 0.05% 134
2021
Q1 		$323K Hold
2,983
– – 0.09% 81
2020
Q4 		$329K Sell
2,983
-226
-7% -$24.9K 0.09% 89
2020
Q3 		$354K Hold
3,209
– – 0.11% 84
2020
Q2 		$355K Hold
3,209
– – 0.13% 75
2020
Q1 		$354K Sell
3,209
-200
-6% -$21.8K 0.15% 60
2019
Q4 		$368K Buy
3,409
+2,750
+417% +$297K 0.2% 78
2019
Q3 		$71K Buy
+659
New +$71.1K 0.04% 175

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

Prestige Wealth Management Group's MBB Position: Q2 2026 in Review

Prestige Wealth Management Group increased its iShares MBS ETF (MBB) stake by 15% in Q2 2026, buying an estimated $4.34M and bringing the position to 361,979 shares worth $34.2M. The position accounts for 6.21% of the portfolio, ranked #2.

Prestige Wealth Management Group first reported a position in MBB in Q3 2019 and has held it in 28 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Prestige Wealth Management Group held 361,979 shares of iShares MBS ETF worth $34.2M as of Q2 2026.
  • Prestige Wealth Management Group bought 45,938 iShares MBS ETF shares in Q2 2026, an estimated $4.34M.
  • iShares MBS ETF made up 6.21% of Prestige Wealth Management Group's portfolio in Q2 2026, its #2 holding.
  • Prestige Wealth Management Group first reported a position in iShares MBS ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.