WESPAC Advisors SoCal’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.51M Buy
37,134
+142
+0.4% +$13.4K 0.63% 45
2026
Q1
$3.51M Buy
+36,992
New +$3.53M 0.75% 41
2016
Q3
Sell
-373
Closed -$41K 292
2016
Q2
$41K Sell
373
-84
-18% -$9.19K 0.03% 122
2016
Q1
$50K Buy
+457
New +$49.8K 0.04% 114

Other funds holding MBB

WESPAC Advisors SoCal's MBB Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its iShares MBS ETF (MBB) stake by 0.38% in Q2 2026, buying an estimated $13.4K and bringing the position to 37,134 shares worth $3.51M. The position accounts for 0.63% of the portfolio, ranked #45.

WESPAC Advisors SoCal first reported a position in MBB in Q1 2016 and has held it in 4 quarters since. The position peaked at $3.51M in Q1 2026. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • WESPAC Advisors SoCal held 37,134 shares of iShares MBS ETF worth $3.51M as of Q2 2026.
  • WESPAC Advisors SoCal bought 142 iShares MBS ETF shares in Q2 2026, an estimated $13.4K.
  • iShares MBS ETF made up 0.63% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #45 holding.
  • WESPAC Advisors SoCal first reported a position in iShares MBS ETF in Q1 2016 and has held it in 4 quarters since.
  • WESPAC Advisors SoCal's iShares MBS ETF position peaked at $3.51M in Q1 2026.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.