Scissortail Wealth Management’s iShares MBS ETF MBB Stock Holding History

Scissortail Wealth Management’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	$1.77M	Buy	18,676 +483	+3%	+$45.7K	0.34%	59
2026 Q1	$1.73M	Buy	+18,193	New	+$1.74M	0.35%	57
2025 Q1	–	Sell	-17,448	Closed	-$1.6M	–	119
2024 Q4	$1.6M	Buy	17,448 +17,356	+18,865%	+$1.62M	0.41%	59
2024 Q3	$1.68M	Sell	92 -17,084	-99%	-$1.61M	0.41%	60
2024 Q2	$1.58M	Sell	17,176 -169	-1%	-$15.4K	0.4%	57
2024 Q1	$1.6M	Buy	+17,345	New	+$1.6M	0.42%	56
2022 Q4	–	Sell	-11,719	Closed	-$1.06M	–	148
2022 Q3	$1.06M	Sell	11,719 -72,529	-86%	-$7.03M	0.55%	43
2022 Q2	$9.05M	Buy	+84,248	New	+$8.26M	3.49%	5
2022 Q1	–	Sell	-84,248	Closed	-$9.05M	–	122
2021 Q4	$9.05M	Buy	+84,248	New	+$9.07M	3.49%	5

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Scissortail Wealth Management's MBB Position: Q2 2026 in Review

Scissortail Wealth Management increased its iShares MBS ETF (MBB) stake by 2.7% in Q2 2026, buying an estimated $45.7K and bringing the position to 18,676 shares worth $1.77M. The position accounts for 0.34% of the portfolio, ranked #59.

Scissortail Wealth Management first reported a position in MBB in Q4 2021 and has held it in 9 quarters since. The position peaked at $9.05M in Q2 2022. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Scissortail Wealth Management held 18,676 shares of iShares MBS ETF worth $1.77M as of Q2 2026.
Scissortail Wealth Management bought 483 iShares MBS ETF shares in Q2 2026, an estimated $45.7K.
iShares MBS ETF made up 0.34% of Scissortail Wealth Management's portfolio in Q2 2026, its #59 holding.
Scissortail Wealth Management first reported a position in iShares MBS ETF in Q4 2021 and has held it in 9 quarters since.
Scissortail Wealth Management's iShares MBS ETF position peaked at $9.05M in Q2 2022.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.