Summit Wealth Group’s iShares MBS ETF MBB Stock Holding History

Summit Wealth Group’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	$993K	Sell	10,509 -76	-0.7%	-$7.19K	0.2%	53
2026 Q1	$1.01M	Sell	10,585 -307	-3%	-$29.3K	0.23%	50
2025 Q4	$1.04M	Buy	10,892 +307	+3%	+$29.3K	0.24%	48
2025 Q3	$1.01M	Sell	10,585 -7	-0.1%	-$658	0.24%	46
2025 Q2	$994K	Sell	10,592 -96	-0.9%	-$8.9K	0.26%	48
2025 Q1	$1M	Hold	10,688	–	–	0.29%	44
2024 Q4	$980K	Buy	10,688 +2,500	+31%	+$233K	0.28%	44
2024 Q3	$784K	Buy	8,188 +483	+6%	+$45.7K	0.23%	47
2024 Q2	$707K	Buy	+7,705	New	+$702K	0.21%	46
2023 Q3	–	Sell	-8,371	Closed	-$781K	–	56
2023 Q2	$781K	Buy	8,371 +8,350	+39,762%	+$785K	0.32%	40
2023 Q1	$2K	Buy	+21	New	+$1.98K	0.05%	95

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

Summit Wealth Group's MBB Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares MBS ETF (MBB) stake by 0.72% in Q2 2026, selling an estimated $7.19K and leaving 10,509 shares worth $993K. The position accounts for 0.2% of the portfolio, ranked #53.

Summit Wealth Group first reported a position in MBB in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2025. 1,027 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Summit Wealth Group held 10,509 shares of iShares MBS ETF worth $993K as of Q2 2026.
Summit Wealth Group sold 76 iShares MBS ETF shares in Q2 2026, an estimated $7.19K.
iShares MBS ETF made up 0.2% of Summit Wealth Group's portfolio in Q2 2026, its #53 holding.
Summit Wealth Group first reported a position in iShares MBS ETF in Q1 2023 and has held it in 11 quarters since.
Summit Wealth Group's iShares MBS ETF position peaked at $1.04M in Q4 2025.
1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.