DE
MBB icon

Diversified Enterprises’s iShares MBS ETF MBB Stock Holding History

Diversified Enterprises’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 		$925K Sell
9,788
-282
-3% -$26.7K 0.04% 173
2026
Q1 		$956K Sell
10,070
-976
-9% -$93.2K 0.05% 166
2025
Q4 		$1.05M Buy
11,046
+569
+5% +$54.3K 0.06% 128
2025
Q3 		$997K Buy
10,477
+323
+3% +$30.3K 0.07% 101
2025
Q2 		$953K Sell
10,154
-2,108
-17% -$195K 0.07% 102
2025
Q1 		$1.15M Buy
12,262
+1,166
+11% +$108K 0.1% 84
2024
Q4 		$1.02M Buy
11,096
+583
+6% +$54.3K 0.1% 80
2024
Q3 		$1.01M Buy
+10,513
New +$994K 0.11% 72

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

Diversified Enterprises's MBB Position: Q2 2026 in Review

Diversified Enterprises reduced its iShares MBS ETF (MBB) stake by 2.8% in Q2 2026, selling an estimated $26.7K and leaving 9,788 shares worth $925K. The position accounts for 0.04% of the portfolio, ranked #173.

Diversified Enterprises first reported a position in MBB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q1 2025. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Diversified Enterprises held 9,788 shares of iShares MBS ETF worth $925K as of Q2 2026.
  • Diversified Enterprises sold 282 iShares MBS ETF shares in Q2 2026, an estimated $26.7K.
  • iShares MBS ETF made up 0.04% of Diversified Enterprises's portfolio in Q2 2026, its #173 holding.
  • Diversified Enterprises first reported a position in iShares MBS ETF in Q3 2024 and has held it in 8 quarters since.
  • Diversified Enterprises's iShares MBS ETF position peaked at $1.15M in Q1 2025.
  • 495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.