Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares MBS ETF MBB Stock Holding History

Wealth Enhancement Advisory Services’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 		$55.7M Buy
594,470
+32,824
+6% +$3.1M 0.09% 196
2026
Q1 		$53.3M Buy
561,646
+348,197
+163% +$33.3M 0.11% 176
2025
Q4 		$20.3M Buy
213,449
+7,697
+4% +$734K 0.03% 476
2025
Q3 		$19.6M Buy
205,752
+14,170
+7% +$1.33M 0.03% 456
2025
Q2 		$17.8M Buy
191,582
+3,607
+2% +$334K 0.03% 455
2025
Q1 		$17.6M Sell
187,975
-19,222
-9% -$1.78M 0.03% 433
2024
Q4 		$19M Buy
207,197
+54,659
+36% +$5.09M 0.04% 387
2024
Q3 		$14.6M Buy
152,538
+42,187
+38% +$3.99M 0.03% 422
2024
Q2 		$10.1M Buy
110,351
+2,865
+3% +$261K 0.02% 484
2024
Q1 		$9.93M Buy
107,486
+19,567
+22% +$1.81M 0.03% 477
2023
Q4 		$8.27M Buy
87,919
+3,316
+4% +$297K 0.02% 481
2023
Q3 		$7.51M Buy
84,603
+81,898
+3,028% +$7.49M 0.02% 476
2023
Q2 		$252K Sell
2,705
-80,745
-97% -$7.59M ﹤0.01% 458
2023
Q1 		$7.91M Sell
83,450
-224,486
-73% -$21.2M 0.09% 103
2022
Q4 		$29.4M Buy
307,936
+23,055
+8% +$2.13M 0.38% 44
2022
Q3 		$26M Buy
284,881
+41,695
+17% +$4.04M 0.37% 46
2022
Q2 		$23.6M Buy
243,186
+50,836
+26% +$4.99M 0.33% 53
2022
Q1 		$19.5M Buy
192,350
+68,425
+55% +$7.14M 0.26% 55
2021
Q4 		$13.1M Buy
123,925
+32,684
+36% +$3.52M 0.19% 60
2021
Q3 		$9.84M Buy
91,241
+15,288
+20% +$1.66M 0.15% 74
2021
Q2 		$8.24M Buy
75,953
+5,091
+7% +$552K 0.13% 77
2021
Q1 		$7.68M Buy
70,862
+13,147
+23% +$1.44M 0.14% 74
2020
Q4 		$6.36M Buy
57,715
+9,882
+21% +$1.09M 0.14% 61
2020
Q3 		$5.28M Buy
47,833
+4,999
+12% +$553K 0.14% 60
2020
Q2 		$4.74M Buy
42,834
+5,981
+16% +$662K 0.14% 60
2020
Q1 		$4.08M Buy
36,853
+20,380
+124% +$2.22M 0.15% 68
2019
Q4 		$1.78M Buy
16,473
+4,383
+36% +$474K 0.06% 120
2019
Q3 		$1.31M Buy
12,090
+2,943
+32% +$318K 0.05% 133
2019
Q2 		$985K Buy
9,147
+4,032
+79% +$429K 0.04% 165
2019
Q1 		$541K Buy
+5,115
New +$538K 0.03% 162

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's MBB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MBS ETF (MBB) stake by 5.8% in Q2 2026, buying an estimated $3.1M and bringing the position to 594,470 shares worth $55.7M. The position accounts for 0.09% of the portfolio, ranked #196.

Wealth Enhancement Advisory Services first reported a position in MBB in Q1 2019 and has held it in 30 quarters since. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 594,470 shares of iShares MBS ETF worth $55.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 32,824 iShares MBS ETF shares in Q2 2026, an estimated $3.1M.
  • iShares MBS ETF made up 0.09% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #196 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MBS ETF in Q1 2019 and has held it in 30 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.