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AmeriFlex Group’s iShares MBS ETF MBB Stock Holding History

AmeriFlex 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
Q1 		$65.7K Hold
692
– – 0.03% 372
2025
Q4 		$65.9K Sell
692
-118
-15% -$11.3K 0.03% 362
2025
Q3 		$77.1K Sell
810
-3,467
-81% -$326K 0.03% 371
2025
Q2 		$402K Buy
4,277
+43
+1% +$3.98K 0.21% 93
2025
Q1 		$397K Sell
4,234
-231
-5% -$21.4K 0.16% 134
2024
Q4 		$412K Buy
+4,465
New +$416K 0.19% 110

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AmeriFlex Group's MBB Position: Q1 2026 in Review

AmeriFlex Group held its iShares MBS ETF (MBB) position steady in Q1 2026 at 692 shares worth $65.7K. The position accounts for 0.03% of the portfolio, ranked #372.

AmeriFlex Group first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $412K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • AmeriFlex Group held 692 shares of iShares MBS ETF worth $65.7K as of Q1 2026.
  • AmeriFlex Group left its iShares MBS ETF share count unchanged in Q1 2026.
  • iShares MBS ETF made up 0.03% of AmeriFlex Group's portfolio in Q1 2026, its #372 holding.
  • AmeriFlex Group first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's iShares MBS ETF position peaked at $412K in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.