Shared Vision Wealth Group’s iShares MBS ETF MBB Stock Holding History

Shared Vision Wealth Group’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	$6.74M	Buy	71,299 +3,290	+5%	+$311K	2.32%	10
2026 Q1	$6.46M	Sell	68,009 -2,822	-4%	-$270K	2.63%	10
2025 Q4	$6.78M	Buy	70,831 +1,129	+2%	+$108K	2.75%	9
2025 Q3	$6.69M	Buy	69,702 +2,178	+3%	+$205K	2.83%	8
2025 Q2	$6.28M	Buy	67,524 +4,883	+8%	+$452K	3.14%	8
2025 Q1	$5.87M	Sell	62,641 -5,325	-8%	-$493K	3.21%	6
2024 Q4	$6.23M	Buy	67,966 +2,974	+5%	+$277K	3.28%	6
2024 Q3	$6.23M	Buy	64,992 +1,323	+2%	+$125K	3.33%	5
2024 Q2	$5.85M	Sell	63,669 -4,382	-6%	-$399K	3.4%	6
2024 Q1	$6.29M	Buy	68,051 +10,095	+17%	+$934K	3.93%	4
2023 Q4	$5.45M	Buy	+57,956	New	+$5.2M	3.64%	4

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

Shared Vision Wealth Group's MBB Position: Q2 2026 in Review

Shared Vision Wealth Group increased its iShares MBS ETF (MBB) stake by 4.8% in Q2 2026, buying an estimated $311K and bringing the position to 71,299 shares worth $6.74M. The position accounts for 2.32% of the portfolio, ranked #10.

Shared Vision Wealth Group first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.78M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Shared Vision Wealth Group held 71,299 shares of iShares MBS ETF worth $6.74M as of Q2 2026.
Shared Vision Wealth Group bought 3,290 iShares MBS ETF shares in Q2 2026, an estimated $311K.
iShares MBS ETF made up 2.32% of Shared Vision Wealth Group's portfolio in Q2 2026, its #10 holding.
Shared Vision Wealth Group first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's iShares MBS ETF position peaked at $6.78M in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.