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

Quotient 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	$159M	Buy	1,685,608 +57,515	+4%	+$5.44M	3.76%	9
2026 Q1	$155M	Buy	1,628,093 +253,794	+18%	+$24.2M	4.07%	8
2025 Q4	$131M	Sell	1,374,299 -198,316	-13%	-$18.9M	3.48%	11
2025 Q3	$150M	Buy	1,572,615 +79,974	+5%	+$7.51M	4.1%	10
2025 Q2	$140M	Buy	1,492,641 +34,285	+2%	+$3.18M	4.12%	10
2025 Q1	$137M	Sell	1,458,356 -464,792	-24%	-$43M	4.37%	9
2024 Q4	$176M	Buy	1,923,148 +64,491	+3%	+$6M	5.77%	6
2024 Q3	$178M	Buy	1,858,657 +36,128	+2%	+$3.41M	5.85%	6
2024 Q2	$167M	Buy	1,822,529 +159,908	+10%	+$14.6M	5.86%	6
2024 Q1	$154M	Buy	1,662,621 +189,689	+13%	+$17.5M	5.49%	7
2023 Q4	$139M	Buy	+1,472,932	New	+$132M	5.37%	5

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

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

Quotient Wealth Partners increased its iShares MBS ETF (MBB) stake by 3.5% in Q2 2026, buying an estimated $5.44M and bringing the position to 1,685,608 shares worth $159M. The position accounts for 3.76% of the portfolio, ranked #9.

Quotient Wealth Partners first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $178M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Quotient Wealth Partners held 1,685,608 shares of iShares MBS ETF worth $159M as of Q2 2026.
Quotient Wealth Partners bought 57,515 iShares MBS ETF shares in Q2 2026, an estimated $5.44M.
iShares MBS ETF made up 3.76% of Quotient Wealth Partners's portfolio in Q2 2026, its #9 holding.
Quotient Wealth Partners first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's iShares MBS ETF position peaked at $178M in Q3 2024.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.