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

SIMA 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	$7.69M	Sell	81,410 -2,360	-3%	-$223K	5.45%	7
2026 Q1	$7.95M	Buy	83,770 +6,179	+8%	+$590K	6.06%	7
2025 Q4	$7.39M	Sell	77,591 -106	-0.1%	-$10.1K	5.62%	6
2025 Q3	$7.39M	Sell	77,697 -2,000	-3%	-$188K	5.65%	6
2025 Q2	$7.48M	Sell	79,697 -51	-0.1%	-$4.73K	6.04%	6
2025 Q1	$7.48M	Buy	79,748 +3,966	+5%	+$367K	6.21%	7
2024 Q4	$6.95M	Buy	75,782 +7,689	+11%	+$716K	5.9%	5
2024 Q3	$6.52M	Buy	68,093 +7,940	+13%	+$750K	5.67%	6
2024 Q2	$5.52M	Buy	+60,153	New	+$5.48M	5.27%	6

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

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

SIMA Wealth Partners reduced its iShares MBS ETF (MBB) stake by 2.8% in Q2 2026, selling an estimated $223K and leaving 81,410 shares worth $7.69M. The position accounts for 5.45% of the portfolio, ranked #7.

SIMA Wealth Partners first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.95M in Q1 2026. 1,018 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

SIMA Wealth Partners held 81,410 shares of iShares MBS ETF worth $7.69M as of Q2 2026.
SIMA Wealth Partners sold 2,360 iShares MBS ETF shares in Q2 2026, an estimated $223K.
iShares MBS ETF made up 5.45% of SIMA Wealth Partners's portfolio in Q2 2026, its #7 holding.
SIMA Wealth Partners first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's iShares MBS ETF position peaked at $7.95M in Q1 2026.
1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.