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Financial Gravity Companies’s iShares MBS ETF MBB Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$57.5K Buy
+612
New +$56.7K 0.01% 285
2024
Q4 		$56.1K Sell
612
-29
-5% -$2.7K 0.01% 270
2024
Q3 		$61.4K Buy
+641
New +$60.6K 0.02% 167
2018
Q4 		$54K Buy
+517
New +$53.2K 0.05% 311
2018
Q1 		$59K Buy
573
+49
+9% +$5.14K 0.06% 269
2017
Q4 		$55K Buy
+524
New +$55.9K 0.06% 263

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Gravity Companies's MBB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares MBS ETF (MBB) in Q2 2025: 612 shares worth $57.5K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MBB as recently as Q4 2024.

Financial Gravity Companies first reported a position in MBB in Q4 2017 and has held it in 6 quarters since. The position peaked at $61.4K in Q3 2024. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

  • Financial Gravity Companies held 612 shares of iShares MBS ETF worth $57.5K as of Q2 2025.
  • iShares MBS ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares MBS ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #285 holding.
  • Financial Gravity Companies first reported a position in iShares MBS ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's iShares MBS ETF position peaked at $61.4K in Q3 2024.
  • 936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.