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
2026 Q2	$5.48K	Buy	+58	New	+$5.49K	﹤0.01%	669
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 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 22.9% 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 Companies's MBB Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares MBS ETF (MBB) in Q2 2026: 58 shares worth $5.48K. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MBB as recently as Q2 2025.

Financial Gravity Companies first reported a position in MBB in Q4 2017 and has held it in 7 quarters since. The position peaked at $61.4K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Financial Gravity Companies held 58 shares of iShares MBS ETF worth $5.48K as of Q2 2026.
iShares MBS ETF was a new Financial Gravity Companies position in Q2 2026.
iShares MBS ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #669 holding.
Financial Gravity Companies first reported a position in iShares MBS ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's iShares MBS ETF position peaked at $61.4K in Q3 2024.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.