Regimen Wealth’s iShares MBS ETF MBB Stock Holding History

Regimen 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	$1.06M	Sell	11,236 -243	-2%	-$23K	0.29%	39
2026 Q1	$1.09M	Sell	11,479 -3,718	-24%	-$355K	0.32%	34
2025 Q4	$1.45M	Buy	15,197 +484	+3%	+$46.2K	0.42%	29
2025 Q3	$1.4M	Buy	14,713 +362	+3%	+$34K	0.42%	30
2025 Q2	$1.35M	Sell	14,351 -2,654	-16%	-$246K	0.42%	30
2025 Q1	$1.59M	Buy	17,005 +1	+0%	+$92	0.51%	26
2024 Q4	$1.55M	Buy	17,004 +517	+3%	+$48.1K	0.51%	26
2024 Q3	$1.58M	Buy	16,487 +257	+2%	+$24.3K	0.51%	24
2024 Q2	$1.49M	Buy	16,230 +2,292	+16%	+$209K	0.51%	24
2024 Q1	$1.29M	Sell	13,938 -217	-2%	-$20.1K	0.45%	24
2023 Q4	$1.31M	Buy	14,155 +485	+4%	+$43.5K	0.5%	23
2023 Q3	$1.21M	Sell	13,670 -4,469	-25%	-$408K	0.5%	23
2023 Q2	$1.69M	Sell	18,139 -1,449	-7%	-$136K	0.7%	22
2023 Q1	$1.64M	Buy	19,588 +5,528	+39%	+$522K	0.71%	23
2022 Q4	$1.3M	Buy	+14,060	New	+$1.3M	0.87%	18

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

Regimen Wealth's MBB Position: Q2 2026 in Review

Regimen Wealth reduced its iShares MBS ETF (MBB) stake by 2.1% in Q2 2026, selling an estimated $23K and leaving 11,236 shares worth $1.06M. The position accounts for 0.29% of the portfolio, ranked #39.

Regimen Wealth first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.69M in Q2 2023. 1,018 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Regimen Wealth held 11,236 shares of iShares MBS ETF worth $1.06M as of Q2 2026.
Regimen Wealth sold 243 iShares MBS ETF shares in Q2 2026, an estimated $23K.
iShares MBS ETF made up 0.29% of Regimen Wealth's portfolio in Q2 2026, its #39 holding.
Regimen Wealth first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
Regimen Wealth's iShares MBS ETF position peaked at $1.69M in Q2 2023.
1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.