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Ausdal Financial Partners’s iShares MBS ETF MBB Stock Holding History

Ausdal Financial Partners’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 		$811K Buy
8,579
+2,901
+51% +$274K 0.03% 470
2026
Q1 		$539K Buy
5,678
+180
+3% +$17.2K 0.02% 562
2025
Q4 		$523K Sell
5,498
-264
-5% -$25.2K 0.02% 534
2025
Q3 		$548K Buy
5,762
+910
+19% +$85.5K 0.03% 530
2025
Q2 		$456K Buy
4,852
+917
+23% +$85K 0.03% 448
2025
Q1 		$369K Buy
3,935
+1,072
+37% +$99.2K 0.03% 454
2024
Q4 		$262K Sell
2,863
-604
-17% -$56.2K 0.02% 484
2024
Q3 		$332K Sell
3,467
-1,959
-36% -$185K 0.03% 388
2024
Q2 		$498K Sell
5,426
-1,510
-22% -$138K 0.05% 291
2024
Q1 		$641K Sell
6,936
-1,495
-18% -$138K 0.07% 225
2023
Q4 		$793K Buy
8,431
+465
+6% +$41.7K 0.1% 185
2023
Q3 		$707K Buy
7,966
+111
+1% +$10.1K 0.1% 191
2023
Q2 		$733K Buy
7,855
+3,656
+87% +$344K 0.1% 195
2023
Q1 		$398K Buy
4,199
+637
+18% +$60.2K 0.05% 282
2022
Q4 		$330K Buy
+3,562
New +$329K 0.05% 320
2022
Q1 		– Sell
-2,488
Closed -$267K – 510
2021
Q4 		$267K Sell
2,488
-851
-25% -$91.6K 0.04% 396
2021
Q3 		$361K Buy
3,339
+1,294
+63% +$140K 0.05% 329
2021
Q2 		$221K Buy
2,045
+117
+6% +$12.7K 0.03% 411
2021
Q1 		$209K Buy
+1,928
New +$211K 0.04% 411
2017
Q2 		– Sell
-2,084
Closed -$222K – 321
2017
Q1 		$222K Buy
+2,084
New +$221K 0.1% 245
2016
Q4 		– Sell
-5,096
Closed -$561K – 266
2016
Q3 		$561K Sell
5,096
-2,194
-30% -$241K 0.28% 106
2016
Q2 		$802K Sell
7,290
-17
-0.2% -$1.86K 0.41% 69
2016
Q1 		$800K Buy
7,307
+752
+11% +$82K 0.45% 63
2015
Q4 		$706K Buy
+6,555
New +$713K 0.36% 69

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

Ausdal Financial Partners's MBB Position: Q2 2026 in Review

Ausdal Financial Partners increased its iShares MBS ETF (MBB) stake by 51% in Q2 2026, buying an estimated $274K and bringing the position to 8,579 shares worth $811K. The position accounts for 0.03% of the portfolio, ranked #470.

Ausdal Financial Partners first reported a position in MBB in Q4 2015 and has held it in 24 quarters since. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Ausdal Financial Partners held 8,579 shares of iShares MBS ETF worth $811K as of Q2 2026.
  • Ausdal Financial Partners bought 2,901 iShares MBS ETF shares in Q2 2026, an estimated $274K.
  • iShares MBS ETF made up 0.03% of Ausdal Financial Partners's portfolio in Q2 2026, its #470 holding.
  • Ausdal Financial Partners first reported a position in iShares MBS ETF in Q4 2015 and has held it in 24 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.