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TrueWealth Financial Partners’s iShares MBS ETF MBB Stock Holding History

TrueWealth Financial 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 		– Sell
-2,679
Closed -$254K – 53
2026
Q1 		$254K Sell
2,679
-4,963
-65% -$474K 0.1% 53
2025
Q4 		$728K Buy
+7,642
New +$729K 0.6% 37

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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 Financial Partners's MBB Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 2,679 shares — an estimated $254K sold.

TrueWealth Financial Partners first reported a position in MBB in Q4 2025 and held it in 2 quarters. The position peaked at $728K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 2,679 iShares MBS ETF shares in Q2 2026, an estimated $254K.
  • TrueWealth Financial Partners first reported a position in iShares MBS ETF in Q4 2025 and held it in 2 quarters.
  • TrueWealth Financial Partners's iShares MBS ETF position peaked at $728K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.