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Private Wealth Asset Management’s iShares MBS ETF MBB Stock Holding History

Private Wealth Asset 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 		$117K Hold
1,236
– – 0.01% 320
2026
Q1 		$117K Sell
1,236
-143
-10% -$13.7K 0.01% 309
2025
Q4 		$131K Buy
+1,379
New +$132K 0.01% 297

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

Private Wealth Asset Management's MBB Position: Q2 2026 in Review

Private Wealth Asset Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 1,236 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #320.

Private Wealth Asset Management first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $131K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Private Wealth Asset Management held 1,236 shares of iShares MBS ETF worth $117K as of Q2 2026.
  • Private Wealth Asset Management left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #320 holding.
  • Private Wealth Asset Management first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Private Wealth Asset Management's iShares MBS ETF position peaked at $131K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.