SWS Partners’s iShares MBS ETF MBB Stock Holding History

SWS Partners’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	$801K	Buy	8,470 +3	+0%	+$284	0.17%	89
2026 Q1	$804K	Buy	8,467 +429	+5%	+$41K	0.2%	92
2025 Q4	$765K	Buy	8,038 +4	+0%	+$382	0.18%	98
2025 Q3	$764K	Buy	8,034 +7	+0.1%	+$658	0.19%	101
2025 Q2	$754K	Sell	8,027 -316	-4%	-$29.3K	0.2%	101
2025 Q1	$782K	Sell	8,343 -965	-10%	-$89.3K	0.26%	92
2024 Q4	$853K	Sell	9,308 -185	-2%	-$17.2K	0.26%	96
2024 Q3	$911K	Sell	9,493 -1,119	-11%	-$106K	0.29%	92
2024 Q2	$974K	Buy	10,612 +2,410	+29%	+$220K	0.29%	91
2024 Q1	$758K	Buy	8,202 +379	+5%	+$35.1K	0.23%	95
2023 Q4	$736K	Buy	7,823 +2,135	+38%	+$191K	0.24%	92
2023 Q3	$505K	Hold	5,688	–	–	0.19%	99
2023 Q2	$530K	Sell	5,688 -4	-0.1%	-$376	0.19%	98
2023 Q1	$539K	Buy	+5,692	New	+$537K	0.2%	102
2018 Q2	–	Sell	-509	Closed	-$53K	–	224
2018 Q1	$53K	Buy	509 +493	+3,081%	+$51.7K	0.04%	137
2017 Q4	$2K	Buy	+16	New	+$1.71K	﹤0.01%	366

Other funds holding MBB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

SWS Partners's MBB Position: Q2 2026 in Review

SWS Partners increased its iShares MBS ETF (MBB) stake by 0.04% in Q2 2026, buying an estimated $284 and bringing the position to 8,470 shares worth $801K. The position accounts for 0.17% of the portfolio, ranked #89.

SWS Partners first reported a position in MBB in Q4 2017 and has held it in 16 quarters since. The position peaked at $974K in Q2 2024. 582 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

SWS Partners held 8,470 shares of iShares MBS ETF worth $801K as of Q2 2026.
SWS Partners bought 3 iShares MBS ETF shares in Q2 2026, an estimated $284.
iShares MBS ETF made up 0.17% of SWS Partners's portfolio in Q2 2026, its #89 holding.
SWS Partners first reported a position in iShares MBS ETF in Q4 2017 and has held it in 16 quarters since.
SWS Partners's iShares MBS ETF position peaked at $974K in Q2 2024.
582 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.