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

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

TrueWealth Advisors's MBB Position: Q2 2026 in Review

TrueWealth Advisors increased its iShares MBS ETF (MBB) stake by 6% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,528 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #220.

TrueWealth Advisors first reported a position in MBB in Q2 2021 and has held it in 21 quarters since. The position peaked at $628K in Q2 2023. 1,027 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • TrueWealth Advisors held 2,528 shares of iShares MBS ETF worth $239K as of Q2 2026.
  • TrueWealth Advisors bought 143 iShares MBS ETF shares in Q2 2026, an estimated $13.5K.
  • iShares MBS ETF made up 0.05% of TrueWealth Advisors's portfolio in Q2 2026, its #220 holding.
  • TrueWealth Advisors first reported a position in iShares MBS ETF in Q2 2021 and has held it in 21 quarters since.
  • TrueWealth Advisors's iShares MBS ETF position peaked at $628K in Q2 2023.
  • 1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.