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

Birch 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 		$1.03M Buy
10,945
+961
+10% +$90.9K 0.53% 42
2026
Q1 		$948K Sell
9,984
-142
-1% -$13.6K 0.55% 40
2025
Q4 		$964K Buy
10,126
+432
+4% +$41.2K 0.55% 39
2025
Q3 		$922K Buy
9,694
+1,150
+13% +$108K 0.54% 42
2025
Q2 		$802K Buy
8,544
+2,211
+35% +$205K 0.64% 39
2025
Q1 		$594K Buy
6,333
+3,637
+135% +$336K 0.53% 44
2024
Q4 		$247K Buy
+2,696
New +$251K 0.28% 75

Other funds holding MBB

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Birch Financial Group increased its iShares MBS ETF (MBB) stake by 9.6% in Q2 2026, buying an estimated $90.9K and bringing the position to 10,945 shares worth $1.03M. The position accounts for 0.53% of the portfolio, ranked #42.

Birch Financial Group first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. 680 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Birch Financial Group held 10,945 shares of iShares MBS ETF worth $1.03M as of Q2 2026.
  • Birch Financial Group bought 961 iShares MBS ETF shares in Q2 2026, an estimated $90.9K.
  • iShares MBS ETF made up 0.53% of Birch Financial Group's portfolio in Q2 2026, its #42 holding.
  • Birch Financial Group first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 680 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.