Q1WB
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Quest 10 Wealth Builders’s iShares MBS ETF MBB Stock Holding History

Quest 10 Wealth Builders’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 		$55.4K Buy
586
+12
+2% +$1.14K 0.04% 197
2026
Q1 		$54.5K Buy
574
+6
+1% +$573 0.05% 196
2025
Q4 		$54.1K Buy
568
+125
+28% +$11.9K 0.05% 176
2025
Q3 		$42.2K Buy
443
+1
+0.2% +$94 0.04% 190
2025
Q2 		$41.5K Hold
442
– – 0.04% 200
2025
Q1 		$41.5K Buy
442
+180
+69% +$16.6K 0.04% 185
2024
Q4 		$24K Buy
+262
New +$24.4K 0.02% 272

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

Quest 10 Wealth Builders's MBB Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares MBS ETF (MBB) stake by 2.1% in Q2 2026, buying an estimated $1.14K and bringing the position to 586 shares worth $55.4K. The position accounts for 0.04% of the portfolio, ranked #197.

Quest 10 Wealth Builders first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Quest 10 Wealth Builders held 586 shares of iShares MBS ETF worth $55.4K as of Q2 2026.
  • Quest 10 Wealth Builders bought 12 iShares MBS ETF shares in Q2 2026, an estimated $1.14K.
  • iShares MBS ETF made up 0.04% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #197 holding.
  • Quest 10 Wealth Builders first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.