Financial Partners Group (Kansas)’s iShares MBS ETF MBB Stock Holding History

Financial Partners Group (Kansas)’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	$957K	Buy	10,126 +1,206	+14%	+$114K	0.1%	105
2026 Q1	$847K	Buy	8,920 +1,136	+15%	+$109K	0.1%	101
2025 Q4	$745K	Buy	7,784 +1,476	+23%	+$141K	0.09%	107
2025 Q3	$600K	Buy	6,308 +2,778	+79%	+$261K	0.07%	121
2025 Q2	$331K	Buy	+3,530	New	+$327K	0.05%	151
2024 Q4	–	Sell	-62,393	Closed	-$5.98M	–	193
2024 Q3	$5.98M	Buy	+62,393	New	+$5.9M	0.88%	26
2021 Q4	–	Sell	-37,822	Closed	-$4.09M	–	166
2021 Q3	$4.09M	Buy	37,822 +1,671	+5%	+$181K	0.96%	32
2021 Q2	$3.91M	Buy	36,151 +2,885	+9%	+$313K	1.01%	29
2021 Q1	$3.61M	Buy	33,266 +3,102	+10%	+$340K	1.02%	27
2020 Q4	$3.32M	Buy	+30,164	New	+$3.32M	0.99%	26
2020 Q1	–	Sell	-38,795	Closed	-$4.22M	–	76
2019 Q4	$4.22M	Buy	38,795 +3,916	+11%	+$423K	1.64%	16
2019 Q3	$3.78M	Buy	34,879 +32,655	+1,468%	+$3.52M	1.68%	16
2019 Q2	$239K	Buy	+2,224	New	+$237K	0.11%	70

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 Partners Group (Kansas)'s MBB Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its iShares MBS ETF (MBB) stake by 14% in Q2 2026, buying an estimated $114K and bringing the position to 10,126 shares worth $957K. The position accounts for 0.1% of the portfolio, ranked #105.

Financial Partners Group (Kansas) first reported a position in MBB in Q2 2019 and has held it in 13 quarters since. The position peaked at $5.98M in Q3 2024. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Financial Partners Group (Kansas) held 10,126 shares of iShares MBS ETF worth $957K as of Q2 2026.
Financial Partners Group (Kansas) bought 1,206 iShares MBS ETF shares in Q2 2026, an estimated $114K.
iShares MBS ETF made up 0.1% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #105 holding.
Financial Partners Group (Kansas) first reported a position in iShares MBS ETF in Q2 2019 and has held it in 13 quarters since.
Financial Partners Group (Kansas)'s iShares MBS ETF position peaked at $5.98M in Q3 2024.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.