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Berger Financial Group’s iShares MBS ETF MBB Stock Holding History

Berger Financial 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 		$261K Buy
2,758
+477
+21% +$45.1K 0.01% 405
2026
Q1 		$217K Buy
2,281
+17
+0.8% +$1.62K 0.01% 442
2025
Q4 		$216K Sell
2,264
-568
-20% -$54.2K 0.01% 437
2025
Q3 		$269K Buy
2,832
+66
+2% +$6.2K 0.02% 372
2025
Q2 		$260K Sell
2,766
-593
-18% -$55K 0.02% 362
2025
Q1 		$315K Buy
3,359
+238
+8% +$22K 0.02% 326
2024
Q4 		$286K Sell
3,121
-38
-1% -$3.54K 0.02% 324
2024
Q3 		$303K Hold
3,159
– – 0.02% 303
2024
Q2 		$290K Sell
3,159
-304
-9% -$27.7K 0.02% 291
2024
Q1 		$320K Buy
3,463
+700
+25% +$64.7K 0.03% 266
2023
Q4 		$260K Buy
+2,763
New +$248K 0.03% 258

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

Berger Financial Group's MBB Position: Q2 2026 in Review

Berger Financial Group increased its iShares MBS ETF (MBB) stake by 21% in Q2 2026, buying an estimated $45.1K and bringing the position to 2,758 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #405.

Berger Financial Group first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $320K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Berger Financial Group held 2,758 shares of iShares MBS ETF worth $261K as of Q2 2026.
  • Berger Financial Group bought 477 iShares MBS ETF shares in Q2 2026, an estimated $45.1K.
  • iShares MBS ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #405 holding.
  • Berger Financial Group first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
  • Berger Financial Group's iShares MBS ETF position peaked at $320K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.