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WPG Advisers’s iShares MBS ETF MBB Stock Holding History

WPG Advisers’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 		$130K Buy
1,377
+35
+3% +$3.31K 0.08% 158
2026
Q1 		$127K Sell
1,342
-64
-5% -$6.11K 0.09% 121
2025
Q4 		$134K Sell
1,406
-7
-0.5% -$668 0.1% 135
2025
Q3 		$134K Buy
1,413
+37
+3% +$3.48K 0.1% 127
2025
Q2 		$129K Buy
1,376
+193
+16% +$17.9K 0.11% 124
2025
Q1 		$111K Sell
1,183
-128
-10% -$11.8K 0.1% 146
2024
Q4 		$120K Buy
+1,311
New +$122K 0.11% 156

Other funds holding MBB

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

WPG Advisers's MBB Position: Q2 2026 in Review

WPG Advisers increased its iShares MBS ETF (MBB) stake by 2.6% in Q2 2026, buying an estimated $3.31K and bringing the position to 1,377 shares worth $130K. The position accounts for 0.08% of the portfolio, ranked #158.

WPG Advisers first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $134K in Q3 2025. 680 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • WPG Advisers held 1,377 shares of iShares MBS ETF worth $130K as of Q2 2026.
  • WPG Advisers bought 35 iShares MBS ETF shares in Q2 2026, an estimated $3.31K.
  • iShares MBS ETF made up 0.08% of WPG Advisers's portfolio in Q2 2026, its #158 holding.
  • WPG Advisers first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's iShares MBS ETF position peaked at $134K in Q3 2025.
  • 680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.