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

Sagespring 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 Q3	$1.03M	Sell	11,495 -967	-8%	-$89.7K	0.02%	353
2026 Q2	$1.18M	Buy	12,462 +1,847	+17%	+$175K	0.02%	309
2026 Q1	$1.01M	Buy	10,615 +494	+5%	+$47.2K	0.02%	320
2025 Q4	$964K	Sell	10,121 -1,873	-16%	-$179K	0.02%	316
2025 Q3	$1.14M	Buy	11,994 +2,914	+32%	+$274K	0.02%	281
2025 Q2	$852K	Buy	9,080 +953	+12%	+$88.3K	0.02%	315
2025 Q1	$762K	Sell	8,127 -617	-7%	-$57.1K	0.02%	294
2024 Q4	$802K	Buy	+8,744	New	+$814K	0.02%	257

Other funds holding MBB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Sagespring Wealth Partners's MBB Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its iShares MBS ETF (MBB) stake by 7.8% in Q3 2026, selling an estimated $89.7K and leaving 11,495 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #353.

Sagespring Wealth Partners first reported a position in MBB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q2 2026. 764 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Sagespring Wealth Partners held 11,495 shares of iShares MBS ETF worth $1.03M as of Q3 2026.
Sagespring Wealth Partners sold 967 iShares MBS ETF shares in Q3 2026, an estimated $89.7K.
iShares MBS ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q3 2026, its #353 holding.
Sagespring Wealth Partners first reported a position in iShares MBS ETF in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's iShares MBS ETF position peaked at $1.18M in Q2 2026.
764 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.