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Financial Freedom LLC’s iShares MBS ETF MBB Stock Holding History

Financial Freedom LLC’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 		– Sell
-1,583
Closed -$150K – 278
2026
Q1 		$150K Buy
1,583
+421
+36% +$40.2K 0.07% 115
2025
Q4 		$111K Buy
1,162
+17
+1% +$1.62K 0.05% 132
2025
Q3 		$109K Sell
1,145
-3,014
-72% -$283K 0.05% 132
2025
Q2 		$391K Buy
4,159
+43
+1% +$3.98K 0.21% 76
2025
Q1 		$386K Buy
4,116
+29
+0.7% +$2.68K 0.22% 71
2024
Q4 		$375K Sell
4,087
-379
-8% -$35.3K 0.2% 69
2024
Q3 		$428K Buy
4,466
+44
+1% +$4.16K 0.23% 69
2024
Q2 		$406K Buy
4,422
+42
+1% +$3.83K 0.23% 68
2024
Q1 		$405K Buy
4,380
+28
+0.6% +$2.59K 0.24% 72
2023
Q4 		$409K Buy
4,352
+53
+1% +$4.75K 0.26% 65
2023
Q3 		$382K Buy
4,299
+38
+0.9% +$3.47K 0.27% 61
2023
Q2 		$397K Buy
4,261
+35
+0.8% +$3.29K 0.28% 58
2023
Q1 		$400K Buy
4,226
+22
+0.5% +$2.08K 0.29% 56
2022
Q4 		$390K Buy
+4,204
New +$388K 0.26% 50

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 Freedom LLC's MBB Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 1,583 shares — an estimated $150K sold.

Financial Freedom LLC first reported a position in MBB in Q4 2022 and held it in 14 quarters. The position peaked at $428K in Q3 2024. 1,027 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Financial Freedom LLC reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 1,583 iShares MBS ETF shares in Q2 2026, an estimated $150K.
  • Financial Freedom LLC first reported a position in iShares MBS ETF in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's iShares MBS ETF position peaked at $428K in Q3 2024.
  • 1,027 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.