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XY Planning Network’s iShares MBS ETF MBB Stock Holding History

XY Planning Network’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 		$1.36M Buy
14,337
+1,577
+12% +$149K 0.17% 116
2026
Q1 		$1.21M Buy
12,760
+3,221
+34% +$308K 0.19% 113
2025
Q4 		$908K Buy
+9,539
New +$910K 0.16% 128

Other funds holding MBB

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

XY Planning Network's MBB Position: Q2 2026 in Review

XY Planning Network increased its iShares MBS ETF (MBB) stake by 12% in Q2 2026, buying an estimated $149K and bringing the position to 14,337 shares worth $1.36M. The position accounts for 0.17% of the portfolio, ranked #116.

XY Planning Network first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • XY Planning Network held 14,337 shares of iShares MBS ETF worth $1.36M as of Q2 2026.
  • XY Planning Network bought 1,577 iShares MBS ETF shares in Q2 2026, an estimated $149K.
  • iShares MBS ETF made up 0.17% of XY Planning Network's portfolio in Q2 2026, its #116 holding.
  • XY Planning Network first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.