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

Ehrlich 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 Sell
10,870
-259
-2% -$24.5K 0.53% 46
2026
Q1 		$1.06M Buy
+11,129
New +$1.06M 0.61% 44
2025
Q4 		– Sell
-2,701
Closed -$257K – 115
2025
Q3 		$257K Sell
2,701
-1,433
-35% -$135K 0.15% 99
2025
Q2 		$388K Sell
4,134
-523
-11% -$48.5K 0.25% 75
2025
Q1 		$437K Hold
4,657
– – 0.32% 63
2024
Q4 		$427K Sell
4,657
-26,237
-85% -$2.44M 0.3% 66
2024
Q3 		$2.96M Sell
30,894
-2,277
-7% -$215K 2.11% 14
2024
Q2 		$3.05M Buy
33,171
+58
+0.2% +$5.28K 2.4% 13
2024
Q1 		$3.06M Buy
33,113
+27,380
+478% +$2.53M 2.58% 12
2023
Q4 		$539K Buy
+5,733
New +$514K 0.54% 50

Other funds holding MBB

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

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

Ehrlich Financial Group reduced its iShares MBS ETF (MBB) stake by 2.3% in Q2 2026, selling an estimated $24.5K and leaving 10,870 shares worth $1.03M. The position accounts for 0.53% of the portfolio, ranked #46.

Ehrlich Financial Group first reported a position in MBB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.06M in Q1 2024. 336 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Ehrlich Financial Group held 10,870 shares of iShares MBS ETF worth $1.03M as of Q2 2026.
  • Ehrlich Financial Group sold 259 iShares MBS ETF shares in Q2 2026, an estimated $24.5K.
  • iShares MBS ETF made up 0.53% of Ehrlich Financial Group's portfolio in Q2 2026, its #46 holding.
  • Ehrlich Financial Group first reported a position in iShares MBS ETF in Q4 2023 and has held it in 10 quarters since.
  • Ehrlich Financial Group's iShares MBS ETF position peaked at $3.06M in Q1 2024.
  • 336 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.