SWP
MBB icon

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
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

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

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

Sagespring Wealth Partners increased its iShares MBS ETF (MBB) stake by 17% in Q2 2026, buying an estimated $175K and bringing the position to 12,462 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #309.

Sagespring Wealth Partners first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Sagespring Wealth Partners held 12,462 shares of iShares MBS ETF worth $1.18M as of Q2 2026.
  • Sagespring Wealth Partners bought 1,847 iShares MBS ETF shares in Q2 2026, an estimated $175K.
  • iShares MBS ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #309 holding.
  • Sagespring Wealth Partners first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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