WEG
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World Equity Group’s iShares MBS ETF MBB Stock Holding History

World Equity Group’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 		$652K Buy
6,893
+971
+16% +$91.8K 0.15% 160
2026
Q1 		$562K Buy
5,922
+560
+10% +$53.5K 0.15% 178
2025
Q4 		$511K Buy
5,362
+824
+18% +$78.6K 0.14% 162
2025
Q3 		$432K Sell
4,538
-372
-8% -$34.9K 0.1% 201
2025
Q2 		$461K Buy
4,910
+506
+11% +$46.9K 0.13% 167
2025
Q1 		$413K Sell
4,404
-854
-16% -$79K 0.12% 176
2024
Q4 		$482K Buy
5,258
+1,377
+35% +$128K 0.1% 197
2024
Q3 		$372K Buy
3,881
+813
+26% +$76.8K 0.13% 153
2024
Q2 		$282K Sell
3,068
-2,872
-48% -$262K 0.08% 214
2024
Q1 		$549K Sell
5,940
-1,632
-22% -$151K 0.11% 172
2023
Q4 		$712K Sell
7,572
-2,598
-26% -$233K 0.14% 148
2023
Q3 		$903K Buy
10,170
+3,903
+62% +$357K 0.19% 126
2023
Q2 		$585K Buy
6,267
+2,907
+87% +$273K 0.17% 152
2023
Q1 		$312K Sell
3,360
-15,052
-82% -$1.42M 0.05% 368
2022
Q4 		$1.71M Buy
18,412
+13,309
+261% +$1.23M 0.41% 70
2022
Q3 		$467K Buy
5,103
+1,705
+50% +$165K 0.12% 173
2022
Q2 		$331K Buy
3,398
+166
+5% +$16.3K 0.08% 242
2022
Q1 		$329K Buy
+3,232
New +$337K 0.07% 261

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

World Equity Group's MBB Position: Q2 2026 in Review

World Equity Group increased its iShares MBS ETF (MBB) stake by 16% in Q2 2026, buying an estimated $91.8K and bringing the position to 6,893 shares worth $652K. The position accounts for 0.15% of the portfolio, ranked #160.

World Equity Group first reported a position in MBB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.71M in Q4 2022. 247 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • World Equity Group held 6,893 shares of iShares MBS ETF worth $652K as of Q2 2026.
  • World Equity Group bought 971 iShares MBS ETF shares in Q2 2026, an estimated $91.8K.
  • iShares MBS ETF made up 0.15% of World Equity Group's portfolio in Q2 2026, its #160 holding.
  • World Equity Group first reported a position in iShares MBS ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's iShares MBS ETF position peaked at $1.71M in Q4 2022.
  • 247 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.