RWP
MBB icon

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

RWA 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 		$12.6M Sell
133,235
-16,066
-11% -$1.52M 0.12% 101
2026
Q1 		$14.2M Sell
149,301
-12,572
-8% -$1.2M 0.16% 86
2025
Q4 		$15.4M Sell
161,873
-20,047
-11% -$1.91M 0.17% 83
2025
Q3 		$17.3M Sell
181,920
-40,990
-18% -$3.85M 0.2% 75
2025
Q2 		$20.9M Sell
222,910
-1,192,725
-84% -$111M 0.26% 57
2025
Q1 		$133M Sell
1,415,635
-987,719
-41% -$91.4M 1.67% 12
2024
Q4 		$220M Buy
2,403,354
+55,789
+2% +$5.19M 2.72% 7
2024
Q3 		$225M Sell
2,347,565
-96,116
-4% -$9.08M 2.81% 7
2024
Q2 		$224M Buy
2,443,681
+165,019
+7% +$15M 2.96% 7
2024
Q1 		$211M Buy
2,278,662
+43,102
+2% +$3.99M 2.83% 7
2023
Q4 		$210M Buy
2,235,560
+441,120
+25% +$39.6M 3% 7
2023
Q3 		$159M Buy
1,794,440
+1,791,755
+66,732% +$164M 3.47% 7
2023
Q2 		$250K Buy
+2,685
New +$253K 0.01% 294
2022
Q4 		– Sell
-24,628
Closed -$2.25M – 266
2022
Q3 		$2.25M Buy
+24,628
New +$2.39M 0.16% 89

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

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

RWA Wealth Partners reduced its iShares MBS ETF (MBB) stake by 11% in Q2 2026, selling an estimated $1.52M and leaving 133,235 shares worth $12.6M. The position accounts for 0.12% of the portfolio, ranked #101.

RWA Wealth Partners first reported a position in MBB in Q3 2022 and has held it in 14 quarters since. The position peaked at $225M in Q3 2024. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • RWA Wealth Partners held 133,235 shares of iShares MBS ETF worth $12.6M as of Q2 2026.
  • RWA Wealth Partners sold 16,066 iShares MBS ETF shares in Q2 2026, an estimated $1.52M.
  • iShares MBS ETF made up 0.12% of RWA Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • RWA Wealth Partners first reported a position in iShares MBS ETF in Q3 2022 and has held it in 14 quarters since.
  • RWA Wealth Partners's iShares MBS ETF position peaked at $225M in Q3 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.