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

Spire 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 		$839K Sell
8,881
-896
-9% -$84.7K 0.03% 429
2026
Q1 		$928K Sell
9,777
-488
-5% -$46.6K 0.03% 398
2025
Q4 		$977K Sell
10,265
-2,395
-19% -$228K 0.03% 394
2025
Q3 		$1.2M Sell
12,660
-1,914
-13% -$180K 0.04% 341
2025
Q2 		$1.37M Sell
14,574
-1,073
-7% -$99.4K 0.05% 305
2025
Q1 		$1.47M Sell
15,647
-1,078
-6% -$99.7K 0.05% 321
2024
Q4 		$1.53M Sell
16,725
-354
-2% -$33K 0.05% 294
2024
Q3 		$1.64M Buy
17,079
+203
+1% +$19.2K 0.06% 272
2024
Q2 		$1.55M Sell
16,876
-42,357
-72% -$3.86M 0.05% 265
2024
Q1 		$5.47M Buy
59,233
+3,047
+5% +$282K 0.1% 149
2023
Q4 		$5.21M Buy
56,186
+5,046
+10% +$453K 0.17% 132
2023
Q3 		$4.54M Buy
51,140
+396
+0.8% +$36.2K 0.17% 119
2023
Q2 		$4.73M Sell
50,744
-750
-1% -$70.5K 0.17% 110
2023
Q1 		$4.88M Buy
51,494
+29,968
+139% +$2.83M 0.19% 112
2022
Q4 		$2M Buy
21,526
+11,702
+119% +$1.08M 0.11% 159
2022
Q3 		$900K Sell
9,824
-32,028
-77% -$3.1M 0.05% 226
2022
Q2 		$4.08M Sell
41,852
-7,306
-15% -$717K 0.17% 130
2022
Q1 		$5.01M Buy
49,158
+9,415
+24% +$983K 0.13% 154
2021
Q4 		$4.27M Buy
39,743
+37
+0.1% +$3.98K 0.09% 194
2021
Q3 		$4.29M Buy
39,706
+3,045
+8% +$330K 0.11% 172
2021
Q2 		$3.97M Sell
36,661
-17,961
-33% -$1.95M 0.11% 187
2021
Q1 		$4.85M Buy
+54,622
New +$5.98M 0.13% 163

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

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

Spire Wealth Management reduced its iShares MBS ETF (MBB) stake by 9.2% in Q2 2026, selling an estimated $84.7K and leaving 8,881 shares worth $839K. The position accounts for 0.03% of the portfolio, ranked #429.

Spire Wealth Management first reported a position in MBB in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.47M in Q1 2024. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Spire Wealth Management held 8,881 shares of iShares MBS ETF worth $839K as of Q2 2026.
  • Spire Wealth Management sold 896 iShares MBS ETF shares in Q2 2026, an estimated $84.7K.
  • iShares MBS ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #429 holding.
  • Spire Wealth Management first reported a position in iShares MBS ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares MBS ETF position peaked at $5.47M in Q1 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.