WP
MBB icon

WealthPLAN Partners’s iShares MBS ETF MBB Stock Holding History

WealthPLAN Partners’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 		$2.1M Buy
22,262
+1,442
+7% +$136K 0.4% 63
2026
Q1 		$1.98M Buy
20,820
+716
+4% +$68.4K 0.38% 76
2025
Q4 		$1.91M Buy
20,104
+532
+3% +$50.7K 0.29% 92
2025
Q3 		$1.86M Buy
19,572
+2,443
+14% +$230K 0.28% 101
2025
Q2 		$1.61M Buy
17,129
+93
+0.5% +$8.62K 0.26% 98
2025
Q1 		$1.6M Sell
17,036
-1,757
-9% -$163K 0.23% 101
2024
Q4 		$1.72M Buy
18,793
+936
+5% +$87.2K 0.24% 98
2024
Q3 		$1.71M Sell
17,857
-83
-0.5% -$7.84K 0.23% 102
2024
Q2 		$1.65M Buy
17,940
+766
+4% +$69.8K 0.18% 120
2024
Q1 		$1.59M Buy
17,174
+827
+5% +$76.5K 0.16% 132
2023
Q4 		$1.54M Buy
16,347
+3,670
+29% +$329K 0.16% 134
2023
Q3 		$1.13M Buy
12,677
+108
+0.9% +$9.87K 0.13% 140
2023
Q2 		$1.17M Sell
12,569
-2,579
-17% -$243K 0.17% 123
2023
Q1 		$1.43M Buy
15,148
+1,236
+9% +$117K 0.16% 123
2022
Q4 		$1.31M Buy
+13,912
New +$1.28M 0.09% 158
2022
Q1 		$267K Buy
2,718
+11
+0.4% +$1.15K 0.02% 335
2021
Q4 		$286K Sell
2,707
-92
-3% -$9.9K 0.02% 324
2021
Q3 		$300K Sell
2,799
-731
-21% -$79.3K 0.02% 312
2021
Q2 		$383K Buy
+3,530
New +$383K 0.03% 263
2021
Q1 		– Sell
-2,686
Closed -$296K – 343
2020
Q4 		$296K Buy
+2,686
New +$296K 0.03% 270
2016
Q3 		$173K Sell
1,579
-1,250
-44% -$137K 0.06% 159
2016
Q2 		$64.5K Buy
+2,829
New +$310K 0.01% 793
2015
Q4 		$9.92K Buy
+1,193
New +$130K ﹤0.01% 1149

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthPLAN Partners's MBB Position: Q2 2026 in Review

WealthPLAN Partners increased its iShares MBS ETF (MBB) stake by 6.9% in Q2 2026, buying an estimated $136K and bringing the position to 22,262 shares worth $2.1M. The position accounts for 0.4% of the portfolio, ranked #63.

WealthPLAN Partners first reported a position in MBB in Q4 2015 and has held it in 23 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • WealthPLAN Partners held 22,262 shares of iShares MBS ETF worth $2.1M as of Q2 2026.
  • WealthPLAN Partners bought 1,442 iShares MBS ETF shares in Q2 2026, an estimated $136K.
  • iShares MBS ETF made up 0.4% of WealthPLAN Partners's portfolio in Q2 2026, its #63 holding.
  • WealthPLAN Partners first reported a position in iShares MBS ETF in Q4 2015 and has held it in 23 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.