TA
MBB icon

TrueWealth Advisors’s iShares MBS ETF MBB Stock Holding History

TrueWealth Advisors’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 		$239K Buy
2,528
+143
+6% +$13.5K 0.05% 220
2026
Q1 		$226K Sell
2,385
-9
-0.4% -$860 0.06% 223
2025
Q4 		$228K Buy
2,394
+203
+9% +$19.4K 0.06% 219
2025
Q3 		$208K Buy
2,191
+45
+2% +$4.23K 0.06% 219
2025
Q2 		$202K Buy
2,146
+9
+0.4% +$834 0.06% 215
2025
Q1 		$200K Sell
2,137
-2,715
-56% -$251K 0.07% 207
2024
Q4 		$445K Buy
4,852
+675
+16% +$62.9K 0.15% 130
2024
Q3 		$400K Sell
4,177
-1,551
-27% -$147K 0.13% 136
2024
Q2 		$526K Sell
5,728
-244
-4% -$22.2K 0.19% 92
2024
Q1 		$552K Buy
5,972
+37
+0.6% +$3.42K 0.21% 87
2023
Q4 		$558K Buy
5,935
+233
+4% +$20.9K 0.22% 81
2023
Q3 		$506K Sell
5,702
-1,035
-15% -$94.6K 0.21% 83
2023
Q2 		$628K Buy
6,737
+785
+13% +$73.8K 0.26% 72
2023
Q1 		$564K Buy
5,952
+31
+0.5% +$2.93K 0.24% 77
2022
Q4 		$549K Buy
5,921
+2,562
+76% +$236K 0.24% 74
2022
Q3 		$308K Buy
3,359
+1,023
+44% +$99.2K 0.15% 112
2022
Q2 		$228K Sell
2,336
-333
-12% -$32.7K 0.11% 147
2022
Q1 		$287K Hold
2,669
– – 0.13% 135
2021
Q4 		$287K Buy
2,669
+387
+17% +$41.7K 0.13% 135
2021
Q3 		$247K Buy
2,282
+399
+21% +$43.3K 0.14% 118
2021
Q2 		$204K Buy
+1,883
New +$204K 0.12% 127

Other funds holding MBB

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return