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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
Q2 		$65.9K Buy
698
+6
+0.9% +$567 0.03% 429
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AmeriFlex Group's MBB Position: Q2 2026 in Review

AmeriFlex Group increased its iShares MBS ETF (MBB) stake by 0.87% in Q2 2026, buying an estimated $567 and bringing the position to 698 shares worth $65.9K. The position accounts for 0.03% of the portfolio, ranked #429.

AmeriFlex Group first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $412K in Q4 2024. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • AmeriFlex Group held 698 shares of iShares MBS ETF worth $65.9K as of Q2 2026.
  • AmeriFlex Group bought 6 iShares MBS ETF shares in Q2 2026, an estimated $567.
  • iShares MBS ETF made up 0.03% of AmeriFlex Group's portfolio in Q2 2026, its #429 holding.
  • AmeriFlex Group first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's iShares MBS ETF position peaked at $412K in Q4 2024.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.