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Financial Plan Inc’s iShares MBS ETF MBB Stock Holding History

Financial Plan Inc’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 		$439K Buy
4,649
+561
+14% +$53.1K 0.04% 70
2026
Q1 		$388K Hold
4,088
– – 0.04% 66
2025
Q4 		$389K Buy
+4,088
New +$390K 0.04% 68

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 22.9% 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 Plan Inc's MBB Position: Q2 2026 in Review

Financial Plan Inc increased its iShares MBS ETF (MBB) stake by 14% in Q2 2026, buying an estimated $53.1K and bringing the position to 4,649 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #70.

Financial Plan Inc first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Financial Plan Inc held 4,649 shares of iShares MBS ETF worth $439K as of Q2 2026.
  • Financial Plan Inc bought 561 iShares MBS ETF shares in Q2 2026, an estimated $53.1K.
  • iShares MBS ETF made up 0.04% of Financial Plan Inc's portfolio in Q2 2026, its #70 holding.
  • Financial Plan Inc first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.