WCG Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

WCG Wealth 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 Q1	$4.72M	Buy	49,717 +1,921	+4%	+$184K	0.13%	163
2025 Q4	$4.55M	Sell	47,796 -605	-1%	-$57.7K	0.13%	157
2025 Q3	$4.61M	Sell	48,401 -1,438	-3%	-$135K	0.29%	87
2025 Q2	$4.68M	Sell	49,839 -973	-2%	-$90.2K	0.3%	89
2025 Q1	$4.77M	Sell	50,812 -14,447	-22%	-$1.34M	0.36%	82
2024 Q4	$5.98M	Buy	65,259 +2,490	+4%	+$232K	0.4%	78
2024 Q3	$6.01M	Buy	62,769 +11,810	+23%	+$1.12M	0.41%	78
2024 Q2	$4.68M	Sell	50,959 -178	-0.3%	-$16.2K	0.35%	79
2024 Q1	$4.73M	Buy	51,137 +22,891	+81%	+$2.12M	0.4%	67
2023 Q4	$2.66M	Sell	28,246 -21,068	-43%	-$1.89M	0.2%	107
2023 Q3	$4.38M	Buy	49,314 +4,020	+9%	+$367K	0.32%	75
2023 Q2	$4.22M	Buy	+45,294	New	+$4.26M	0.49%	51

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WCG Wealth Advisors's MBB Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares MBS ETF (MBB) stake by 4% in Q1 2026, buying an estimated $184K and bringing the position to 49,717 shares worth $4.72M. The position accounts for 0.13% of the portfolio, ranked #163.

WCG Wealth Advisors first reported a position in MBB in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.01M in Q3 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

WCG Wealth Advisors held 49,717 shares of iShares MBS ETF worth $4.72M as of Q1 2026.
WCG Wealth Advisors bought 1,921 iShares MBS ETF shares in Q1 2026, an estimated $184K.
iShares MBS ETF made up 0.13% of WCG Wealth Advisors's portfolio in Q1 2026, its #163 holding.
WCG Wealth Advisors first reported a position in iShares MBS ETF in Q2 2023 and has held it in 12 quarters since.
WCG Wealth Advisors's iShares MBS ETF position peaked at $6.01M in Q3 2024.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.