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

Silverlake 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	$801K	Buy	8,476 +1,611	+23%	+$152K	0.15%	172
2026 Q1	$652K	Sell	6,865 -1,147	-14%	-$110K	0.14%	169
2025 Q4	$763K	Sell	8,012 -5,058	-39%	-$482K	0.17%	150
2025 Q3	$1.24M	Sell	13,070 -2,218	-15%	-$208K	0.3%	103
2025 Q2	$1.44M	Sell	15,288 -424	-3%	-$39.3K	0.42%	76
2025 Q1	$1.47M	Sell	15,712 -522	-3%	-$48.3K	0.56%	57
2024 Q4	$1.49M	Buy	16,234 +2,802	+21%	+$261K	0.57%	52
2024 Q3	$1.29M	Buy	13,432 +6,954	+107%	+$657K	0.49%	60
2024 Q2	$595K	Buy	6,478 +1,589	+33%	+$145K	0.24%	100
2024 Q1	$452K	Buy	4,889 +439	+10%	+$40.6K	0.23%	110
2023 Q4	$419K	Sell	4,450 -1,331	-23%	-$119K	0.23%	113
2023 Q3	$513K	Buy	5,781 +424	+8%	+$38.8K	0.29%	90
2023 Q2	$500K	Buy	5,357 +617	+13%	+$58K	0.28%	86
2023 Q1	$449K	Buy	4,740 +2,373	+100%	+$224K	0.27%	91
2022 Q4	$220K	Buy	+2,367	New	+$218K	0.14%	180

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

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

Silverlake Wealth Management increased its iShares MBS ETF (MBB) stake by 23% in Q2 2026, buying an estimated $152K and bringing the position to 8,476 shares worth $801K. The position accounts for 0.15% of the portfolio, ranked #172.

Silverlake Wealth Management first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.49M in Q4 2024. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Silverlake Wealth Management held 8,476 shares of iShares MBS ETF worth $801K as of Q2 2026.
Silverlake Wealth Management bought 1,611 iShares MBS ETF shares in Q2 2026, an estimated $152K.
iShares MBS ETF made up 0.15% of Silverlake Wealth Management's portfolio in Q2 2026, its #172 holding.
Silverlake Wealth Management first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
Silverlake Wealth Management's iShares MBS ETF position peaked at $1.49M in Q4 2024.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.