Syntegra Private Wealth Group’s iShares MBS ETF MBB Stock Holding History

Syntegra Private 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	$223K	Buy	+2,363	New	+$223K	0.02%	188
2025 Q3	–	Sell	-2,285	Closed	-$214K	–	191
2025 Q2	$214K	Sell	2,285 -5	-0.2%	-$463	0.02%	172
2025 Q1	$215K	Sell	2,290 -401	-15%	-$37.1K	0.03%	155
2024 Q4	$247K	Sell	2,691 -51	-2%	-$4.75K	0.03%	138
2024 Q3	$263K	Buy	2,742 +54	+2%	+$5.1K	0.03%	130
2024 Q2	$247K	Sell	2,688 -62	-2%	-$5.65K	0.03%	128
2024 Q1	$254K	Buy	2,750 +16	+0.6%	+$1.48K	0.03%	123
2023 Q4	$257K	Buy	2,734 +57	+2%	+$5.11K	0.04%	114
2023 Q3	$238K	Sell	2,677 -931	-26%	-$85.1K	0.04%	112
2023 Q2	$336K	Buy	3,608 +238	+7%	+$22.4K	0.05%	94
2023 Q1	$319K	Buy	3,370 +454	+16%	+$42.9K	0.06%	92
2022 Q4	$271K	Buy	+2,916	New	+$269K	0.05%	87

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

Syntegra Private Wealth Group's MBB Position: Q2 2026 in Review

Syntegra Private Wealth Group opened a new position in iShares MBS ETF (MBB) in Q2 2026: 2,363 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings. This is a return to the name: Syntegra Private Wealth Group previously reported a position in MBB as recently as Q2 2025.

Syntegra Private Wealth Group first reported a position in MBB in Q4 2022 and has held it in 12 quarters since. The position peaked at $336K in Q2 2023. 1,027 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Syntegra Private Wealth Group held 2,363 shares of iShares MBS ETF worth $223K as of Q2 2026.
iShares MBS ETF was a new Syntegra Private Wealth Group position in Q2 2026.
iShares MBS ETF made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #188 holding.
Syntegra Private Wealth Group first reported a position in iShares MBS ETF in Q4 2022 and has held it in 12 quarters since.
Syntegra Private Wealth Group's iShares MBS ETF position peaked at $336K in Q2 2023.
1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.