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Topsail Wealth Management’s iShares MBS ETF MBB Stock Holding History

Topsail Wealth Management’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 		$2.27K Hold
24
– – ﹤0.01% 288
2026
Q1 		$2.28K Hold
24
– – ﹤0.01% 284
2025
Q4 		$2.29K Hold
24
– – ﹤0.01% 262
2025
Q3 		$2.28K Hold
24
– – ﹤0.01% 252
2025
Q2 		$2.25K Hold
24
– – ﹤0.01% 235
2025
Q1 		$2.25K Hold
24
– – ﹤0.01% 220
2024
Q4 		$2.2K Buy
+24
New +$2.23K ﹤0.01% 199

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Topsail Wealth Management's MBB Position: Q2 2026 in Review

Topsail Wealth Management held its iShares MBS ETF (MBB) position steady in Q2 2026 at 24 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Topsail Wealth Management first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.29K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Topsail Wealth Management held 24 shares of iShares MBS ETF worth $2.27K as of Q2 2026.
  • Topsail Wealth Management left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Topsail Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Topsail Wealth Management first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Topsail Wealth Management's iShares MBS ETF position peaked at $2.29K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.