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ShoreHaven Wealth Partners’s iShares MBS ETF MBB Stock Holding History

ShoreHaven 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 		$2.31M Buy
24,455
+2,245
+10% +$212K 0.73% 32
2026
Q1 		$2.11M Buy
22,210
+249
+1% +$23.8K 0.76% 33
2025
Q4 		$2.09M Sell
21,961
-970
-4% -$92.5K 0.75% 30
2025
Q3 		$2.18M Buy
22,931
+835
+4% +$78.4K 0.81% 28
2025
Q2 		$2.07M Buy
22,096
+579
+3% +$53.7K 0.85% 31
2025
Q1 		$2.02M Sell
21,517
-7,381
-26% -$683K 0.97% 27
2024
Q4 		$2.65M Buy
28,898
+1,010
+4% +$94K 1.25% 20
2024
Q3 		$2.67M Sell
27,888
-1,308
-4% -$124K 1.29% 18
2024
Q2 		$2.68M Sell
29,196
-543
-2% -$49.5K 1.41% 20
2024
Q1 		$2.75M Sell
29,739
-3,835
-11% -$355K 1.51% 20
2023
Q4 		$3.16M Buy
33,574
+520
+2% +$46.6K 1.92% 17
2023
Q3 		$2.94M Buy
33,054
+845
+3% +$77.2K 2.02% 15
2023
Q2 		$3M Buy
32,209
+12,769
+66% +$1.2M 2.01% 17
2023
Q1 		$1.84M Sell
19,440
-378
-2% -$35.7K 1.29% 21
2022
Q4 		$1.84M Buy
+19,818
New +$1.83M 1.3% 21
2022
Q2 		– Sell
-39,016
Closed -$3.97M – 84
2022
Q1 		$3.97M Sell
39,016
-50
-0.1% -$5.22K 2.1% 17
2021
Q4 		$4.2M Buy
39,066
+43
+0.1% +$4.63K 2.08% 16
2021
Q3 		$4.22M Sell
39,023
-4,012
-9% -$435K 2.2% 15
2021
Q2 		$4.66M Sell
43,035
-127
-0.3% -$13.8K 2.5% 14
2021
Q1 		$4.68M Sell
43,162
-470
-1% -$51.5K 2.54% 13
2020
Q4 		$4.8M Buy
+43,632
New +$4.8M 2.69% 13

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

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

ShoreHaven Wealth Partners increased its iShares MBS ETF (MBB) stake by 10% in Q2 2026, buying an estimated $212K and bringing the position to 24,455 shares worth $2.31M. The position accounts for 0.73% of the portfolio, ranked #32.

ShoreHaven Wealth Partners first reported a position in MBB in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.8M in Q4 2020. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • ShoreHaven Wealth Partners held 24,455 shares of iShares MBS ETF worth $2.31M as of Q2 2026.
  • ShoreHaven Wealth Partners bought 2,245 iShares MBS ETF shares in Q2 2026, an estimated $212K.
  • iShares MBS ETF made up 0.73% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares MBS ETF in Q4 2020 and has held it in 21 quarters since.
  • ShoreHaven Wealth Partners's iShares MBS ETF position peaked at $4.8M in Q4 2020.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.