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Western Wealth Management’s iShares MBS ETF MBB Stock Holding History

Western Wealth Management’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 		$2.73M Buy
28,860
+1,930
+7% +$183K 0.09% 238
2026
Q1 		$2.56M Buy
26,930
+483
+2% +$46.1K 0.1% 231
2025
Q4 		$2.52M Buy
26,447
+7,166
+37% +$684K 0.12% 180
2025
Q3 		$1.83M Buy
19,281
+1,681
+10% +$158K 0.1% 199
2025
Q2 		$1.65M Sell
17,600
-103
-0.6% -$9.54K 0.1% 199
2025
Q1 		$1.66M Sell
17,703
-544
-3% -$50.3K 0.11% 185
2024
Q4 		$1.67M Buy
18,247
+330
+2% +$30.7K 0.09% 226
2024
Q3 		$1.72M Buy
17,917
+2,654
+17% +$251K 0.1% 212
2024
Q2 		$1.4M Sell
15,263
-5,014
-25% -$457K 0.1% 177
2024
Q1 		$1.87M Sell
20,277
-2,325
-10% -$215K 0.15% 141
2023
Q4 		$2.13M Buy
22,602
+6,561
+41% +$588K 0.15% 141
2023
Q3 		$1.42M Buy
16,041
+2,926
+22% +$267K 0.12% 177
2023
Q2 		$1.22M Buy
13,115
+8,106
+162% +$762K 0.1% 202
2023
Q1 		$475K Buy
+5,009
New +$473K 0.04% 379
2022
Q4 		– Sell
-5,440
Closed -$498K – 722
2022
Q3 		$498K Buy
5,440
+160
+3% +$15.5K 0.03% 482
2022
Q2 		$514K Sell
5,280
-1,639
-24% -$161K 0.03% 466
2022
Q1 		$705K Buy
6,919
+1,016
+17% +$106K 0.03% 424
2021
Q4 		$632K Buy
+5,903
New +$635K 0.06% 283
2021
Q2 		$611K Buy
5,692
+1,283
+29% +$139K 0.06% 316
2021
Q1 		$478K Sell
4,409
-114
-3% -$12.5K 0.06% 290
2020
Q4 		$498K Sell
4,523
-1,421
-24% -$156K 0.07% 254
2020
Q3 		$657K Sell
5,944
-64
-1% -$7.08K 0.11% 197
2020
Q2 		$665K Sell
6,008
-691
-10% -$76.5K 0.12% 183
2020
Q1 		$745K Buy
6,699
+827
+14% +$90K 0.17% 132
2019
Q4 		$634K Sell
5,872
-634
-10% -$68.5K 0.1% 205
2019
Q3 		$701K Buy
6,506
+1,255
+24% +$135K 0.15% 164
2019
Q2 		$567K Buy
5,251
+413
+9% +$43.9K 0.07% 203
2019
Q1 		$514K Buy
4,838
+561
+13% +$59K 0.11% 205
2018
Q4 		$445K Buy
+4,277
New +$440K 0.12% 190

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

Western Wealth Management's MBB Position: Q2 2026 in Review

Western Wealth Management increased its iShares MBS ETF (MBB) stake by 7.2% in Q2 2026, buying an estimated $183K and bringing the position to 28,860 shares worth $2.73M. The position accounts for 0.09% of the portfolio, ranked #238.

Western Wealth Management first reported a position in MBB in Q4 2018 and has held it in 29 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Western Wealth Management held 28,860 shares of iShares MBS ETF worth $2.73M as of Q2 2026.
  • Western Wealth Management bought 1,930 iShares MBS ETF shares in Q2 2026, an estimated $183K.
  • iShares MBS ETF made up 0.09% of Western Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Western Wealth Management first reported a position in iShares MBS ETF in Q4 2018 and has held it in 29 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.