SW
MBB icon

Simplicity Wealth’s iShares MBS ETF MBB Stock Holding History

Simplicity Wealth’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 		$5.66M Buy
59,911
+11,260
+23% +$1.06M 0.19% 119
2026
Q1 		$4.62M Buy
48,651
+4,063
+9% +$388K 0.26% 86
2025
Q4 		$4.25M Buy
44,588
+1,111
+3% +$106K 0.25% 91
2025
Q3 		$4.14M Sell
43,477
-39,021
-47% -$3.67M 0.24% 91
2025
Q2 		$7.75M Buy
82,498
+43,603
+112% +$4.04M 0.32% 72
2025
Q1 		$3.65M Buy
+38,895
New +$3.6M 0.28% 81
2024
Q4 		– Sell
-43,484
Closed -$4.17M – 451
2024
Q3 		$4.17M Sell
43,484
-3,371
-7% -$319K 0.39% 57
2024
Q2 		$4.3M Buy
46,855
+4,184
+10% +$381K 0.1% 206
2024
Q1 		$3.94M Buy
42,671
+9,431
+28% +$872K 0.09% 220
2023
Q4 		$3.13M Buy
33,240
+9,657
+41% +$866K 1.21% 19
2023
Q3 		$2.09M Buy
23,583
+7,048
+43% +$644K 1.23% 18
2023
Q2 		$1.54M Buy
16,535
+3,165
+24% +$298K 0.96% 23
2023
Q1 		$1.27M Buy
13,370
+9,408
+237% +$888K 0.84% 27
2022
Q4 		$368K Buy
+3,962
New +$365K 0.32% 43

Other funds holding MBB

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
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Simplicity Wealth's MBB Position: Q2 2026 in Review

Simplicity Wealth increased its iShares MBS ETF (MBB) stake by 23% in Q2 2026, buying an estimated $1.06M and bringing the position to 59,911 shares worth $5.66M. The position accounts for 0.19% of the portfolio, ranked #119.

Simplicity Wealth first reported a position in MBB in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.75M in Q2 2025. 719 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Simplicity Wealth held 59,911 shares of iShares MBS ETF worth $5.66M as of Q2 2026.
  • Simplicity Wealth bought 11,260 iShares MBS ETF shares in Q2 2026, an estimated $1.06M.
  • iShares MBS ETF made up 0.19% of Simplicity Wealth's portfolio in Q2 2026, its #119 holding.
  • Simplicity Wealth first reported a position in iShares MBS ETF in Q4 2022 and has held it in 14 quarters since.
  • Simplicity Wealth's iShares MBS ETF position peaked at $7.75M in Q2 2025.
  • 719 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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