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SteelPeak Wealth’s iShares MBS ETF MBB Stock Holding History

SteelPeak 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 		$19.6M Buy
207,334
+16,780
+9% +$1.59M 0.51% 42
2026
Q1 		$18.1M Buy
190,554
+14,833
+8% +$1.42M 0.55% 41
2025
Q4 		$16.7M Buy
175,721
+6,495
+4% +$620K 0.55% 44
2025
Q3 		$16.1M Buy
169,226
+5,955
+4% +$559K 0.54% 40
2025
Q2 		$15.3M Buy
163,271
+1,825
+1% +$169K 0.59% 39
2025
Q1 		$15.1M Sell
161,446
-16,015
-9% -$1.48M 0.63% 35
2024
Q4 		$16.3M Buy
177,461
+35,761
+25% +$3.33M 0.66% 30
2024
Q3 		$13.6M Buy
141,700
+6,058
+4% +$573K 0.59% 38
2024
Q2 		$12.5M Buy
135,642
+5,622
+4% +$512K 0.58% 44
2024
Q1 		$12M Buy
130,020
+16,797
+15% +$1.55M 0.6% 42
2023
Q4 		$10.7M Sell
113,223
-12,843
-10% -$1.15M 0.62% 34
2023
Q3 		$11.2M Sell
126,066
-77,455
-38% -$7.08M 0.7% 32
2023
Q2 		$19M Buy
203,521
+170
+0.1% +$16K 1.13% 21
2023
Q1 		$19.3M Buy
203,351
+59,476
+41% +$5.62M 1.31% 15
2022
Q4 		$13.3M Buy
143,875
+83,600
+139% +$7.71M 0.98% 27
2022
Q3 		$5.52M Sell
60,275
-4,012
-6% -$389K 0.41% 62
2022
Q2 		$6.27M Sell
64,287
-1,693
-3% -$166K 0.45% 59
2022
Q1 		$6.72M Buy
65,980
+4,561
+7% +$476K 0.38% 67
2021
Q4 		$6.6M Buy
61,419
+1,121
+2% +$121K 0.37% 63
2021
Q3 		$6.52M Buy
60,298
+376
+0.6% +$40.8K 0.43% 66
2021
Q2 		$6.49M Sell
59,922
-18,564
-24% -$2.01M 0.45% 63
2021
Q1 		$8.51M Sell
78,486
-12,682
-14% -$1.39M 0.67% 45
2020
Q4 		$10M Buy
91,168
+87,727
+2,549% +$9.66M 0.91% 26
2020
Q3 		$380K Buy
3,441
+622
+22% +$68.8K 0.04% 192
2020
Q2 		$312K Sell
2,819
-86,026
-97% -$9.53M 0.04% 199
2020
Q1 		$9.81M Sell
88,845
-31,280
-26% -$3.4M 1.55% 11
2019
Q4 		$13M Buy
+120,125
New +$13M 1.79% 11

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

SteelPeak Wealth's MBB Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares MBS ETF (MBB) stake by 8.8% in Q2 2026, buying an estimated $1.59M and bringing the position to 207,334 shares worth $19.6M. The position accounts for 0.51% of the portfolio, ranked #42.

SteelPeak Wealth first reported a position in MBB in Q4 2019 and has held it in 27 quarters since. 187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • SteelPeak Wealth held 207,334 shares of iShares MBS ETF worth $19.6M as of Q2 2026.
  • SteelPeak Wealth bought 16,780 iShares MBS ETF shares in Q2 2026, an estimated $1.59M.
  • iShares MBS ETF made up 0.51% of SteelPeak Wealth's portfolio in Q2 2026, its #42 holding.
  • SteelPeak Wealth first reported a position in iShares MBS ETF in Q4 2019 and has held it in 27 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.