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Rede Wealth’s iShares MBS ETF MBB Stock Holding History

Rede Wealth’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 		$381K Buy
4,031
+406
+11% +$38.4K 0.13% 80
2026
Q1 		$344K Sell
3,625
-15
-0.4% -$1.43K 0.12% 77
2025
Q4 		$347K Buy
+3,640
New +$347K 0.12% 81
2025
Q3 		– Sell
-6,640
Closed -$623K – 152
2025
Q2 		$623K Buy
6,640
+211
+3% +$19.6K 0.23% 50
2025
Q1 		$603K Sell
6,429
-99
-2% -$9.16K 0.21% 49
2024
Q4 		$598K Buy
6,528
+425
+7% +$39.6K 0.23% 51
2024
Q3 		$585K Sell
6,103
-64
-1% -$6.05K 0.22% 49
2024
Q2 		$566K Sell
6,167
-247
-4% -$22.5K 0.52% 44
2024
Q1 		$593K Buy
6,414
+3,163
+97% +$293K 0.25% 46
2023
Q4 		$306K Sell
3,251
-28
-0.9% -$2.51K 0.15% 69
2023
Q3 		$291K Sell
3,279
-3,864
-54% -$353K 0.15% 63
2023
Q2 		$666K Buy
7,143
+23
+0.3% +$2.16K 0.32% 33
2023
Q1 		$674K Buy
7,120
+5
+0.1% +$472 0.35% 32
2022
Q4 		$660K Sell
7,115
-1,475
-17% -$136K 0.35% 34
2022
Q3 		$787K Sell
8,590
-1,474
-15% -$143K 0.47% 27
2022
Q2 		$982K Sell
10,064
-1,021
-9% -$100K 0.57% 22
2022
Q1 		$1.13M Buy
11,085
+1,704
+18% +$178K 0.53% 21
2021
Q4 		$1.01M Sell
9,381
-77
-0.8% -$8.29K 0.51% 27
2021
Q3 		$1.02M Buy
9,458
+262
+3% +$28.4K 0.55% 27
2021
Q2 		$995K Sell
9,196
-13
-0.1% -$1.41K 0.53% 28
2021
Q1 		$999K Buy
9,209
+6,197
+206% +$679K 0.58% 27
2020
Q4 		$332K Buy
+3,012
New +$332K 0.23% 65

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

Rede Wealth's MBB Position: Q2 2026 in Review

Rede Wealth increased its iShares MBS ETF (MBB) stake by 11% in Q2 2026, buying an estimated $38.4K and bringing the position to 4,031 shares worth $381K. The position accounts for 0.13% of the portfolio, ranked #80.

Rede Wealth first reported a position in MBB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.13M in Q1 2022. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Rede Wealth held 4,031 shares of iShares MBS ETF worth $381K as of Q2 2026.
  • Rede Wealth bought 406 iShares MBS ETF shares in Q2 2026, an estimated $38.4K.
  • iShares MBS ETF made up 0.13% of Rede Wealth's portfolio in Q2 2026, its #80 holding.
  • Rede Wealth first reported a position in iShares MBS ETF in Q4 2020 and has held it in 22 quarters since.
  • Rede Wealth's iShares MBS ETF position peaked at $1.13M in Q1 2022.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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