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

Financial Enhancement 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 		$365K Sell
3,861
-90
-2% -$8.51K 0.04% 112
2026
Q1 		$378K Sell
3,951
-21
-0.5% -$2.01K 0.05% 112
2025
Q4 		$379K Sell
3,972
-370
-9% -$35.3K 0.05% 116
2025
Q3 		$413K Sell
4,342
-265
-6% -$24.9K 0.06% 114
2025
Q2 		$428K Sell
4,607
-664
-13% -$61.5K 0.06% 110
2025
Q1 		$485K Sell
5,271
-107
-2% -$9.9K 0.08% 96
2024
Q4 		$486K Sell
5,378
-61,901
-92% -$5.76M 0.07% 98
2024
Q3 		$6.33M Buy
67,279
+61,781
+1,124% +$5.84M 1.23% 26
2024
Q2 		$517K Sell
5,498
-966
-15% -$88K 0.08% 89
2024
Q1 		$585K Sell
6,464
-3,196
-33% -$296K 0.1% 91
2023
Q4 		$897K Sell
9,660
-58,605
-86% -$5.26M 0.16% 78
2023
Q3 		$5.97M Buy
68,265
+5,235
+8% +$478K 1.15% 30
2023
Q2 		$5.77M Sell
63,030
-4,249
-6% -$400K 1.07% 33
2023
Q1 		$6.33M Sell
67,279
-2,111
-3% -$199K 1.23% 26
2022
Q4 		$6.59M Buy
+69,390
New +$6.4M 1.26% 31

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

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

Financial Enhancement Group reduced its iShares MBS ETF (MBB) stake by 2.3% in Q2 2026, selling an estimated $8.51K and leaving 3,861 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #112.

Financial Enhancement Group first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.59M in Q4 2022. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Financial Enhancement Group held 3,861 shares of iShares MBS ETF worth $365K as of Q2 2026.
  • Financial Enhancement Group sold 90 iShares MBS ETF shares in Q2 2026, an estimated $8.51K.
  • iShares MBS ETF made up 0.04% of Financial Enhancement Group's portfolio in Q2 2026, its #112 holding.
  • Financial Enhancement Group first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Enhancement Group's iShares MBS ETF position peaked at $6.59M in Q4 2022.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.