F/M Investments’s iShares MBS ETF MBB Stock Holding History

F/M Investments’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	$712K	Buy	7,537 +113	+2%	+$10.7K	0.04%	225
2026 Q1	$705K	Sell	7,424 -52	-0.7%	-$4.97K	0.05%	205
2025 Q4	$712K	Buy	7,476 +303	+4%	+$28.9K	0.03%	308
2025 Q3	$682K	Sell	7,173 -35,347	-83%	-$3.32M	0.03%	316
2025 Q2	$3.99M	Buy	42,520 +38,945	+1,089%	+$3.61M	0.14%	151
2025 Q1	$335K	Buy	3,575 +493	+16%	+$45.6K	0.01%	352
2024 Q4	$283K	Buy	+3,082	New	+$287K	0.01%	365

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

F/M Investments's MBB Position: Q2 2026 in Review

F/M Investments increased its iShares MBS ETF (MBB) stake by 1.5% in Q2 2026, buying an estimated $10.7K and bringing the position to 7,537 shares worth $712K. The position accounts for 0.04% of the portfolio, ranked #225.

F/M Investments first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.99M in Q2 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

F/M Investments held 7,537 shares of iShares MBS ETF worth $712K as of Q2 2026.
F/M Investments bought 113 iShares MBS ETF shares in Q2 2026, an estimated $10.7K.
iShares MBS ETF made up 0.04% of F/M Investments's portfolio in Q2 2026, its #225 holding.
F/M Investments first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
F/M Investments's iShares MBS ETF position peaked at $3.99M in Q2 2025.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.