WealthGarden F.S.’s iShares MBS ETF MBB Stock Holding History

WealthGarden F.S.’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	$621K	Sell	6,572 -1,862	-22%	-$176K	0.35%	82
2026 Q1	$801K	Sell	8,434 -763	-8%	-$72.9K	0.55%	63
2025 Q4	$881K	Sell	9,197 -508	-5%	-$48.5K	0.58%	56
2025 Q3	$931K	Sell	9,705 -1,227	-11%	-$115K	0.66%	44
2025 Q2	$1.02M	Sell	10,932 -3,366	-24%	-$312K	0.84%	36
2025 Q1	$1.34M	Sell	14,298 -338	-2%	-$31.3K	1.29%	21
2024 Q4	$1.34M	Buy	14,636 +1,489	+11%	+$139K	1.25%	21
2024 Q3	$1.26M	Buy	13,147 +4,112	+46%	+$389K	1.23%	27
2024 Q2	$829K	Buy	+9,035	New	+$823K	0.87%	33

Other funds holding MBB

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 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

WealthGarden F.S.'s MBB Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares MBS ETF (MBB) stake by 22% in Q2 2026, selling an estimated $176K and leaving 6,572 shares worth $621K. The position accounts for 0.35% of the portfolio, ranked #82.

WealthGarden F.S. first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q4 2024. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

WealthGarden F.S. held 6,572 shares of iShares MBS ETF worth $621K as of Q2 2026.
WealthGarden F.S. sold 1,862 iShares MBS ETF shares in Q2 2026, an estimated $176K.
iShares MBS ETF made up 0.35% of WealthGarden F.S.'s portfolio in Q2 2026, its #82 holding.
WealthGarden F.S. first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares MBS ETF position peaked at $1.34M in Q4 2024.
495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.