Zinnia Wealth Advisory’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
Other funds holding MBB
TWIM
TCIIS
Zinnia Wealth Advisory's MBB Position: Q2 2026 in Review
Zinnia Wealth Advisory increased its iShares MBS ETF (MBB) stake by 4% in Q2 2026, buying an estimated $54.8K and bringing the position to 15,199 shares worth $1.44M. The position accounts for 1.47% of the portfolio, ranked #18.
Zinnia Wealth Advisory first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.
- Zinnia Wealth Advisory held 15,199 shares of iShares MBS ETF worth $1.44M as of Q2 2026.
- Zinnia Wealth Advisory bought 580 iShares MBS ETF shares in Q2 2026, an estimated $54.8K.
- iShares MBS ETF made up 1.47% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #18 holding.
- Zinnia Wealth Advisory first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
- 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.
Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.