Raffa Wealth Management’s iShares MBS ETF MBB Stock Holding History

Raffa 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	$333K	Hold	3,519	–	–	0.04%	73
2026 Q1	$334K	Hold	3,519	–	–	0.05%	71
2025 Q4	$335K	Sell	3,519 -1,139	-24%	-$109K	0.05%	72
2025 Q3	$443K	Hold	4,658	–	–	0.08%	64
2025 Q2	$437K	Buy	4,658 +1,139	+32%	+$106K	0.09%	59
2025 Q1	$330K	Hold	3,519	–	–	0.08%	61
2024 Q4	$323K	Hold	3,519	–	–	0.08%	63
2024 Q3	$337K	Hold	3,519	–	–	0.08%	64
2024 Q2	$323K	Hold	3,519	–	–	0.09%	67
2024 Q1	$325K	Hold	3,519	–	–	0.1%	63
2023 Q4	$331K	Hold	3,519	–	–	0.1%	59
2023 Q3	$313K	Hold	3,519	–	–	0.11%	52
2023 Q2	$328K	Hold	3,519	–	–	0.11%	50
2023 Q1	$333K	Hold	3,519	–	–	0.12%	47
2022 Q4	$326K	Buy	3,519 +15	+0.4%	+$1.38K	0.13%	42
2022 Q3	$321K	Buy	3,504 +19	+0.5%	+$1.84K	0.14%	39
2022 Q2	$340K	Buy	3,485 +16	+0.5%	+$1.57K	0.15%	39
2022 Q1	$353K	Buy	3,469 +10	+0.3%	+$1.04K	0.13%	40
2021 Q4	$372K	Buy	+3,459	New	+$372K	0.12%	41

Other funds holding MBB

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Raffa Wealth Management's MBB Position: Q2 2026 in Review

Raffa Wealth Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 3,519 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #73.

Raffa Wealth Management first reported a position in MBB in Q4 2021 and has held it in 19 quarters since. The position peaked at $443K in Q3 2025. 986 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Raffa Wealth Management held 3,519 shares of iShares MBS ETF worth $333K as of Q2 2026.
Raffa Wealth Management left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up 0.04% of Raffa Wealth Management's portfolio in Q2 2026, its #73 holding.
Raffa Wealth Management first reported a position in iShares MBS ETF in Q4 2021 and has held it in 19 quarters since.
Raffa Wealth Management's iShares MBS ETF position peaked at $443K in Q3 2025.
986 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.