RAFFA WEALTH MANAGEMENT, LLC’s iShares MBS ETF MBB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$333K	Hold	3,519	–	–	0.04%	73
2026 Q1	$334K	Hold	3,519	–	–	0.05%	71
2025 Q4	$335K	Sell	3,519 -1,139	-24%	-$109K	0.05%	72
2025 Q3	$443K	Hold	4,658	–	–	0.08%	64
2025 Q2	$437K	Buy	4,658 +1,139	+32%	+$106K	0.09%	59
2025 Q1	$330K	Hold	3,519	–	–	0.08%	61
2024 Q4	$323K	Hold	3,519	–	–	0.08%	63
2024 Q3	$337K	Hold	3,519	–	–	0.08%	64
2024 Q2	$323K	Hold	3,519	–	–	0.09%	67
2024 Q1	$325K	Hold	3,519	–	–	0.1%	63
2023 Q4	$331K	Hold	3,519	–	–	0.1%	59
2023 Q3	$313K	Hold	3,519	–	–	0.11%	52
2023 Q2	$328K	Hold	3,519	–	–	0.11%	50
2023 Q1	$333K	Hold	3,519	–	–	0.12%	47
2022 Q4	$326K	Buy	3,519 +15	+0.4%	+$1.38K	0.13%	42
2022 Q3	$321K	Buy	3,504 +19	+0.5%	+$1.84K	0.14%	39
2022 Q2	$340K	Buy	3,485 +16	+0.5%	+$1.57K	0.15%	39
2022 Q1	$353K	Buy	3,469 +10	+0.3%	+$1.04K	0.13%	40
2021 Q4	$372K	Buy	+3,459	New	+$372K	0.12%	41

Other funds holding MBB

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MBB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares MBS ETF (MBB) position steady in Q2 2026 at 3,519 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #73.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MBB in Q4 2021 and has held it in 19 quarters since. The position peaked at $443K in Q3 2025. 375 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 3,519 shares of iShares MBS ETF worth $333K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its iShares MBS ETF share count unchanged in Q2 2026.
iShares MBS ETF made up 0.04% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #73 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares MBS ETF in Q4 2021 and has held it in 19 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's iShares MBS ETF position peaked at $443K in Q3 2025.
375 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.