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 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	Sell	8,371 -181,752	-96%	-$17.1M	0.32%	40
2023 Q1	$2K	Buy	+190,123	New	+$18M	0.05%	95

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Wealth Group's MBB Position: Q1 2026 in Review

Summit Wealth Group reduced its iShares MBS ETF (MBB) stake by 2.8% in Q1 2026, selling an estimated $29.3K and leaving 10,585 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #50.

Summit Wealth Group first reported a position in MBB in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Summit Wealth Group held 10,585 shares of iShares MBS ETF worth $1.01M as of Q1 2026.
Summit Wealth Group sold 307 iShares MBS ETF shares in Q1 2026, an estimated $29.3K.
iShares MBS ETF made up 0.23% of Summit Wealth Group's portfolio in Q1 2026, its #50 holding.
Summit Wealth Group first reported a position in iShares MBS ETF in Q1 2023 and has held it in 10 quarters since.
Summit Wealth Group's iShares MBS ETF position peaked at $1.04M in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.