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Sax Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Sax Wealth Advisors’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 		$7.57M Buy
79,719
+12,192
+18% +$1.15M 0.31% 63
2026
Q1 		$6.43M Hold
67,527
– – 0.31% 58
2025
Q4 		$6.43M Buy
67,527
+62,658
+1,287% +$5.98M 0.3% 60
2025
Q3 		$463K Sell
4,869
-417
-8% -$39.2K 0.02% 283
2025
Q2 		$496K Buy
+5,286
New +$490K 0.03% 260

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Sax Wealth Advisors's MBB Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares MBS ETF (MBB) stake by 18% in Q2 2026, buying an estimated $1.15M and bringing the position to 79,719 shares worth $7.57M. The position accounts for 0.31% of the portfolio, ranked #63.

Sax Wealth Advisors first reported a position in MBB in Q2 2025 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Sax Wealth Advisors held 79,719 shares of iShares MBS ETF worth $7.57M as of Q2 2026.
  • Sax Wealth Advisors bought 12,192 iShares MBS ETF shares in Q2 2026, an estimated $1.15M.
  • iShares MBS ETF made up 0.31% of Sax Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Sax Wealth Advisors first reported a position in iShares MBS ETF in Q2 2025 and has held it in 5 quarters since.
  • 247 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.