WWMSC
MBB icon

Wagner Wealth Management (South Carolina)’s iShares MBS ETF MBB Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$56.8K Buy
+601
New +$56.8K 0.01% 180
2024
Q4 		– Sell
-123
Closed -$11.8K – 246
2024
Q3 		$11.8K Buy
+123
New +$11.6K ﹤0.01% 183

Other funds holding MBB

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s MBB Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) opened a new position in iShares MBS ETF (MBB) in Q2 2026: 601 shares worth $56.8K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings. This is a return to the name: Wagner Wealth Management (South Carolina) previously reported a position in MBB as recently as Q3 2024.

Wagner Wealth Management (South Carolina) first reported a position in MBB in Q3 2024 and has held it in 2 quarters since. 336 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 601 shares of iShares MBS ETF worth $56.8K as of Q2 2026.
  • iShares MBS ETF was a new Wagner Wealth Management (South Carolina) position in Q2 2026.
  • iShares MBS ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #180 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares MBS ETF in Q3 2024 and has held it in 2 quarters since.
  • 336 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.