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Braun-Bostich & Associates’s iShares MBS ETF MBB Stock Holding History

Braun-Bostich & Associates’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 		$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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Braun-Bostich & Associates's MBB Position: Q2 2026 in Review

Braun-Bostich & Associates increased its iShares MBS ETF (MBB) stake by 2% in Q2 2026, buying an estimated $48.9K and bringing the position to 26,356 shares worth $2.49M. The position accounts for 1.39% of the portfolio, ranked #17.

Braun-Bostich & Associates first reported a position in MBB in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.76M in Q3 2024. 477 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Braun-Bostich & Associates held 26,356 shares of iShares MBS ETF worth $2.49M as of Q2 2026.
  • Braun-Bostich & Associates bought 517 iShares MBS ETF shares in Q2 2026, an estimated $48.9K.
  • iShares MBS ETF made up 1.39% of Braun-Bostich & Associates's portfolio in Q2 2026, its #17 holding.
  • Braun-Bostich & Associates first reported a position in iShares MBS ETF in Q4 2017 and has held it in 28 quarters since.
  • Braun-Bostich & Associates's iShares MBS ETF position peaked at $2.76M in Q3 2024.
  • 477 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.