Financial Gravity Asset Management’s iShares MBS ETF MBB Stock Holding History

Financial Gravity Asset Management’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 Q1	$12.9K	Sell	136 -6	-4%	-$573	﹤0.01%	529
2025 Q4	$13.5K	Sell	142 -46	-24%	-$4.39K	﹤0.01%	436
2025 Q3	$17.9K	Buy	+188	New	+$17.7K	﹤0.01%	450
2025 Q1	$57.4K	Buy	+612	New	+$56.6K	0.01%	290
2024 Q2	$249K	Sell	2,713 -3,182	-54%	-$290K	0.06%	107
2024 Q1	$555K	Hold	5,895	–	–	0.16%	76
2023 Q4	$555K	Buy	+5,895	New	+$529K	0.16%	76
2020 Q4	$0	Buy	+4	New	+$440	﹤0.01%	599
2019 Q4	$109K	Sell	104 -31	-23%	-$3.35K	0.08%	285
2019 Q3	$15K	Sell	135 -56	-29%	-$6.04K	0.01%	519
2019 Q2	$21K	Sell	191 -75	-28%	-$7.98K	0.02%	473
2019 Q1	$28K	Buy	+266	New	+$28K	0.02%	392
2018 Q3	$57K	Sell	559 -2	-0.4%	-$208	0.06%	287
2018 Q2	$58K	Sell	561 -12	-2%	-$1.25K	0.05%	291
2018 Q1	$59K	Buy	+573	New	+$60.1K	0.06%	269

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

Financial Gravity Asset Management's MBB Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its iShares MBS ETF (MBB) stake by 4.2% in Q1 2026, selling an estimated $573 and leaving 136 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Financial Gravity Asset Management first reported a position in MBB in Q1 2018 and has held it in 15 quarters since. The position peaked at $555K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Financial Gravity Asset Management held 136 shares of iShares MBS ETF worth $12.9K as of Q1 2026.
Financial Gravity Asset Management sold 6 iShares MBS ETF shares in Q1 2026, an estimated $573.
iShares MBS ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #529 holding.
Financial Gravity Asset Management first reported a position in iShares MBS ETF in Q1 2018 and has held it in 15 quarters since.
Financial Gravity Asset Management's iShares MBS ETF position peaked at $555K in Q1 2024.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.