Braun-Bostich & Associates’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $2.29M | Sell |
25,522
-834
| -3% | -$77.3K | 1.31% | 21 |
|
|
2026
Q2 | $2.49M | Buy |
26,356
+517
| +2% | +$48.9K | 1.39% | 17 |
|
|
2026
Q1 | $2.45M | Sell |
25,839
-270
| -1% | -$25.8K | 1.54% | 19 |
|
|
2025
Q4 | $2.49M | Buy |
26,109
+783
| +3% | +$74.7K | 1.53% | 20 |
|
|
2025
Q3 | $2.41M | Buy |
25,326
+1,009
| +4% | +$94.8K | 1.52% | 19 |
|
|
2025
Q2 | $2.28M | Buy |
24,317
+559
| +2% | +$51.8K | 1.56% | 19 |
|
|
2025
Q1 | $2.23M | Sell |
23,758
-2,376
| -9% | -$220K | 1.65% | 18 |
|
|
2024
Q4 | $2.4M | Sell |
26,134
-2,649
| -9% | -$247K | 1.73% | 16 |
|
|
2024
Q3 | $2.76M | Sell |
28,783
-791
| -3% | -$74.8K | 1.92% | 16 |
|
|
2024
Q2 | $2.72M | Buy |
29,574
+15,573
| +111% | +$1.42M | 2.02% | 14 |
|
|
2024
Q1 | $1.29M | Buy |
14,001
+4,974
| +55% | +$460K | 1.08% | 24 |
|
|
2023
Q4 | $849K | Buy |
+9,027
| New | +$810K | 0.77% | 35 |
|
|
2023
Q3 | – | Sell |
-8,573
| Closed | -$800K | – | 84 |
|
|
2023
Q2 | $800K | Buy |
8,573
+403
| +5% | +$37.9K | 1.71% | 18 |
|
|
2023
Q1 | $774K | Buy |
8,170
+301
| +4% | +$28.4K | 1.83% | 19 |
|
|
2022
Q4 | $730K | Sell |
7,869
-102
| -1% | -$9.41K | 2.11% | 19 |
|
|
2022
Q3 | $730K | Buy |
7,971
+1,345
| +20% | +$130K | 2.23% | 18 |
|
|
2022
Q2 | $646K | Buy |
6,626
+4,460
| +206% | +$437K | 1.68% | 27 |
|
|
2022
Q1 | $221K | Buy |
+2,166
| New | +$226K | 0.48% | 64 |
|
|
2020
Q4 | – | Sell |
-194
| Closed | -$21K | – | 145 |
|
|
2020
Q3 | $21K | Sell |
194
-1,630
| -89% | -$180K | 0.02% | 210 |
|
|
2020
Q2 | $202K | Hold |
1,824
| – | – | 0.2% | 75 |
|
|
2020
Q1 | $200K | Hold |
1,824
| – | – | 0.25% | 71 |
|
|
2019
Q4 | $197K | Buy |
+1,824
| New | +$197K | 0.19% | 84 |
|
|
2019
Q3 | – | Sell |
-1,824
| Closed | -$196K | – | 211 |
|
|
2019
Q2 | $196K | Sell |
1,824
-1,862
| -51% | -$198K | 0.2% | 97 |
|
|
2019
Q1 | $392K | Sell |
3,686
-2,621
| -42% | -$276K | 0.41% | 65 |
|
|
2018
Q4 | $660K | Sell |
6,307
-805
| -11% | -$82.8K | 0.7% | 39 |
|
|
2018
Q3 | $735K | Sell |
7,112
-5,680
| -44% | -$590K | 0.71% | 44 |
|
|
2018
Q2 | $1.33M | Sell |
12,792
-7,177
| -36% | -$745K | 1.33% | 19 |
|
|
2018
Q1 | $2.09M | Buy |
19,969
+439
| +2% | +$46K | 1.81% | 11 |
|
|
2017
Q4 | $2.08M | Buy |
+19,530
| New | +$2.08M | 1.76% | 13 |
|
Other funds holding MBB
Braun-Bostich & Associates's MBB Position: Q3 2026 in Review
Braun-Bostich & Associates reduced its iShares MBS ETF (MBB) stake by 3.2% in Q3 2026, selling an estimated $77.3K and leaving 25,522 shares worth $2.29M. The position accounts for 1.31% of the portfolio, ranked #21.
Braun-Bostich & Associates first reported a position in MBB in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.76M in Q3 2024. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.
- Braun-Bostich & Associates held 25,522 shares of iShares MBS ETF worth $2.29M as of Q3 2026.
- Braun-Bostich & Associates sold 834 iShares MBS ETF shares in Q3 2026, an estimated $77.3K.
- iShares MBS ETF made up 1.31% of Braun-Bostich & Associates's portfolio in Q3 2026, its #21 holding.
- Braun-Bostich & Associates first reported a position in iShares MBS ETF in Q4 2017 and has held it in 29 quarters since.
- Braun-Bostich & Associates's iShares MBS ETF position peaked at $2.76M in Q3 2024.
- 820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.
Based on Braun-Bostich & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.