Sheets Smith Wealth Management’s iShares MBS ETF MBB Stock Holding History

Sheets Smith 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	$1.75M	Sell	18,549 -24	-0.1%	-$2.27K	0.18%	120
2026 Q1	$1.76M	Sell	18,573 -783	-4%	-$74.8K	0.2%	111
2025 Q4	$1.84M	Sell	19,356 -109	-0.6%	-$10.4K	0.2%	109
2025 Q3	$1.85M	Sell	19,465 -518	-3%	-$48.7K	0.21%	104
2025 Q2	$1.88M	Hold	19,983	–	–	0.22%	98
2025 Q1	$1.87M	Sell	19,983 -11,104	-36%	-$1.03M	0.23%	96
2024 Q4	$2.85M	Sell	31,087 -281	-0.9%	-$26.2K	0.35%	70
2024 Q3	$3.01M	Sell	31,368 -591	-2%	-$55.9K	0.37%	66
2024 Q2	$2.93M	Sell	31,959 -2,724	-8%	-$248K	0.35%	72
2024 Q1	$3.21M	Sell	34,683 -1,795	-5%	-$166K	0.36%	70
2023 Q4	$3.43M	Sell	36,478 -55	-0.2%	-$4.93K	0.49%	54
2023 Q3	$3.24M	Buy	36,533 +9,325	+34%	+$852K	0.49%	55
2023 Q2	$2.54M	Sell	27,208 -598	-2%	-$56.2K	0.37%	68
2023 Q1	$2.63M	Buy	27,806 +2,195	+9%	+$207K	0.4%	59
2022 Q4	$2.38M	Buy	+25,611	New	+$2.36M	0.37%	65
2020 Q3	–	Sell	-2,332	Closed	-$258K	–	299
2020 Q2	$258K	Sell	2,332 -31	-1%	-$3.43K	0.05%	212
2020 Q1	$261K	Buy	2,363 +251	+12%	+$27.3K	0.05%	223
2019 Q4	$228K	Buy	+2,112	New	+$228K	0.04%	300

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

Sheets Smith Wealth Management's MBB Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its iShares MBS ETF (MBB) stake by 0.13% in Q2 2026, selling an estimated $2.27K and leaving 18,549 shares worth $1.75M. The position accounts for 0.18% of the portfolio, ranked #120.

Sheets Smith Wealth Management first reported a position in MBB in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.43M in Q4 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Sheets Smith Wealth Management held 18,549 shares of iShares MBS ETF worth $1.75M as of Q2 2026.
Sheets Smith Wealth Management sold 24 iShares MBS ETF shares in Q2 2026, an estimated $2.27K.
iShares MBS ETF made up 0.18% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #120 holding.
Sheets Smith Wealth Management first reported a position in iShares MBS ETF in Q4 2019 and has held it in 18 quarters since.
Sheets Smith Wealth Management's iShares MBS ETF position peaked at $3.43M in Q4 2023.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.