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Csenge Advisory Group’s iShares MBS ETF MBB Stock Holding History

Csenge Advisory 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 		$4.56M Buy
48,249
+4,596
+11% +$435K 0.19% 114
2026
Q1 		$4.14M Buy
43,653
+1,319
+3% +$126K 0.19% 102
2025
Q4 		$4.03M Buy
42,334
+5,089
+14% +$485K 0.18% 105
2025
Q3 		$3.54M Sell
37,245
-4,433
-11% -$416K 0.17% 116
2025
Q2 		$3.86M Buy
41,678
+5,105
+14% +$473K 0.2% 98
2025
Q1 		$3.38M Sell
36,573
-3,671
-9% -$340K 0.19% 105
2024
Q4 		$3.69M Buy
40,244
+2,844
+8% +$265K 0.2% 99
2024
Q3 		$3.52M Buy
37,400
+8,852
+31% +$837K 0.18% 102
2024
Q2 		$2.62M Sell
28,548
-2,480
-8% -$226K 0.15% 117
2024
Q1 		$2.87M Buy
31,028
+3,857
+14% +$357K 0.16% 115
2023
Q4 		$2.56M Sell
27,171
-13,247
-33% -$1.19M 0.16% 117
2023
Q3 		$3.59M Sell
40,418
-3,023
-7% -$276K 0.24% 76
2023
Q2 		$4.05M Buy
43,441
+13,499
+45% +$1.27M 0.27% 72
2023
Q1 		$2.84M Buy
29,942
+7,262
+32% +$686K 0.2% 94
2022
Q4 		$2.1M Buy
22,680
+18,443
+435% +$1.7M 0.16% 116
2022
Q3 		$388K Buy
4,237
+1,044
+33% +$101K 0.03% 394
2022
Q2 		$311K Sell
3,193
-1,485
-32% -$146K 0.03% 446
2022
Q1 		$477K Sell
4,678
-4,647
-50% -$485K 0.04% 388
2021
Q4 		$1.01M Buy
9,325
+174
+2% +$18.7K 0.09% 192
2021
Q3 		$991K Sell
9,151
-174
-2% -$18.9K 0.08% 221
2021
Q2 		$1.01M Sell
9,325
-3,183
-25% -$345K 0.09% 192
2021
Q1 		$1.36M Buy
12,508
+969
+8% +$106K 0.14% 113
2020
Q4 		$1.27M Buy
11,539
+3,935
+52% +$433K 0.15% 110
2020
Q3 		$838K Sell
7,604
-8,981
-54% -$993K 0.11% 149
2020
Q2 		$1.84M Buy
16,585
+9,636
+139% +$1.07M 0.26% 72
2020
Q1 		$767K Sell
6,949
-934
-12% -$102K 0.2% 107
2019
Q4 		$852K Buy
7,883
+526
+7% +$56.8K 0.22% 99
2019
Q3 		$797K Buy
+7,357
New +$794K 0.22% 98

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

Csenge Advisory Group's MBB Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares MBS ETF (MBB) stake by 11% in Q2 2026, buying an estimated $435K and bringing the position to 48,249 shares worth $4.56M. The position accounts for 0.19% of the portfolio, ranked #114.

Csenge Advisory Group first reported a position in MBB in Q3 2019 and has held it in 28 quarters since. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Csenge Advisory Group held 48,249 shares of iShares MBS ETF worth $4.56M as of Q2 2026.
  • Csenge Advisory Group bought 4,596 iShares MBS ETF shares in Q2 2026, an estimated $435K.
  • iShares MBS ETF made up 0.19% of Csenge Advisory Group's portfolio in Q2 2026, its #114 holding.
  • Csenge Advisory Group first reported a position in iShares MBS ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.