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Retirement Wealth Solutions’s iShares MBS ETF MBB Stock Holding History

Retirement Wealth Solutions’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 		$1.09M Buy
11,517
+1,776
+18% +$168K 0.6% 33
2026
Q1 		$925K Buy
9,741
+1,228
+14% +$117K 0.58% 31
2025
Q4 		$811K Sell
8,513
-30
-0.4% -$2.86K 0.51% 34
2025
Q3 		$813K Buy
8,543
+817
+11% +$76.8K 0.53% 33
2025
Q2 		$725K Buy
7,726
+834
+12% +$77.3K 0.53% 30
2025
Q1 		$646K Sell
6,892
-843
-11% -$78K 0.52% 31
2024
Q4 		$700K Buy
+7,735
New +$720K 0.59% 27

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Retirement Wealth Solutions's MBB Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares MBS ETF (MBB) stake by 18% in Q2 2026, buying an estimated $168K and bringing the position to 11,517 shares worth $1.09M. The position accounts for 0.6% of the portfolio, ranked #33.

Retirement Wealth Solutions first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Retirement Wealth Solutions held 11,517 shares of iShares MBS ETF worth $1.09M as of Q2 2026.
  • Retirement Wealth Solutions bought 1,776 iShares MBS ETF shares in Q2 2026, an estimated $168K.
  • iShares MBS ETF made up 0.6% of Retirement Wealth Solutions's portfolio in Q2 2026, its #33 holding.
  • Retirement Wealth Solutions first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.