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Triad Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Triad Wealth 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 		$1.33M Sell
14,365
-200,468
-93% -$19M 0.08% 165
2026
Q1 		$20.4M Buy
214,833
+63,834
+42% +$6.1M 1.62% 11
2025
Q4 		$14.4M Buy
150,999
+26,480
+21% +$2.53M 1.37% 15
2025
Q3 		$11.8M Buy
124,519
+17,282
+16% +$1.62M 1.53% 16
2025
Q2 		$10.1M Buy
107,237
+22,907
+27% +$2.12M 2.03% 13
2025
Q1 		$7.91M Sell
84,330
-2,827
-3% -$261K 2.46% 9
2024
Q4 		$7.99M Buy
87,157
+37,105
+74% +$3.45M 2.89% 8
2024
Q3 		$4.8M Buy
50,052
+50,029
+217,517% +$4.73M 2.55% 13
2024
Q2 		$2.11K Buy
+23
New +$2.1K ﹤0.01% 751

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

Triad Wealth Partners's MBB Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares MBS ETF (MBB) stake by 93% in Q2 2026, selling an estimated $19M and leaving 14,365 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #165.

Triad Wealth Partners first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $20.4M in Q1 2026. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Triad Wealth Partners held 14,365 shares of iShares MBS ETF worth $1.33M as of Q2 2026.
  • Triad Wealth Partners sold 200,468 iShares MBS ETF shares in Q2 2026, an estimated $19M.
  • iShares MBS ETF made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #165 holding.
  • Triad Wealth Partners first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's iShares MBS ETF position peaked at $20.4M in Q1 2026.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.