First Heartland Consultants’s iShares MBS ETF MBB Stock Holding History

First Heartland Consultants’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	$1.46M	Buy	15,461 +889	+6%	+$84.1K	0.09%	170
2026 Q1	$1.38M	Buy	14,572 +162	+1%	+$15.5K	0.11%	160
2025 Q4	$1.37M	Buy	14,410 +216	+2%	+$20.6K	0.1%	149
2025 Q3	$1.35M	Buy	14,194 +412	+3%	+$38.7K	0.11%	143
2025 Q2	$1.29M	Buy	13,782 +2,404	+21%	+$223K	0.12%	139
2025 Q1	$1.07M	Sell	11,378 -3,961	-26%	-$366K	0.11%	142
2024 Q4	$1.41M	Buy	15,339 +2,237	+17%	+$208K	0.14%	125
2024 Q3	$1.25M	Buy	13,102 +1,884	+17%	+$178K	0.14%	124
2024 Q2	$130	Buy	11,218 +2,475	+28%	+$225K	0.01%	437
2024 Q1	$808K	Buy	8,743 +62	+0.7%	+$5.74K	0.08%	185
2023 Q4	$817K	Buy	8,681 +188	+2%	+$16.9K	0.1%	160
2023 Q3	$754K	Sell	8,493 -3,069	-27%	-$281K	0.1%	164
2023 Q2	$1.08M	Buy	11,562 +723	+7%	+$68K	0.14%	130
2023 Q1	$1.03M	Buy	10,839 +2,559	+31%	+$242K	0.15%	130
2022 Q4	$768K	Buy	8,280 +5,210	+170%	+$481K	0.12%	147
2022 Q3	$281	Buy	3,070 +68	+2%	+$6.59K	0.02%	273
2022 Q2	$292K	Buy	+3,002	New	+$294K	0.05%	269
2022 Q1	–	Sell	-3,022	Closed	-$324	–	390
2021 Q4	$324	Sell	3,022 -35	-1%	-$3.77K	0.01%	261
2021 Q3	$331K	Sell	3,057 -749	-20%	-$81.2K	0.05%	261
2021 Q2	$412K	Sell	3,806 -860	-18%	-$93.2K	0.06%	241
2021 Q1	$506K	Sell	4,666 -1,137	-20%	-$125K	0.08%	203
2020 Q4	$639K	Buy	5,803 +2,180	+60%	+$240K	0.11%	143
2020 Q3	$400K	Buy	3,623 +130	+4%	+$14.4K	0.08%	175
2020 Q2	$387K	Sell	3,493 -1,840	-35%	-$204K	0.08%	184
2020 Q1	$589K	Sell	5,333 -486	-8%	-$52.9K	0.15%	123
2019 Q4	$629K	Sell	5,819 -960	-14%	-$104K	0.12%	154
2019 Q3	$734K	Buy	6,779 +3,554	+110%	+$384K	0.16%	127
2019 Q2	$347K	Sell	3,225 -343	-10%	-$36.5K	0.08%	199
2019 Q1	$380K	Buy	+3,568	New	+$375K	0.11%	173
2016 Q2	–	Sell	-2,400	Closed	-$263K	–	307
2016 Q1	$263K	Sell	2,400 -416	-15%	-$45.3K	0.1%	215
2015 Q4	$303K	Buy	+2,816	New	+$306K	0.12%	193

Other funds holding MBB

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

First Heartland Consultants's MBB Position: Q2 2026 in Review

First Heartland Consultants increased its iShares MBS ETF (MBB) stake by 6.1% in Q2 2026, buying an estimated $84.1K and bringing the position to 15,461 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #170.

First Heartland Consultants first reported a position in MBB in Q4 2015 and has held it in 31 quarters since. 336 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

First Heartland Consultants held 15,461 shares of iShares MBS ETF worth $1.46M as of Q2 2026.
First Heartland Consultants bought 889 iShares MBS ETF shares in Q2 2026, an estimated $84.1K.
iShares MBS ETF made up 0.09% of First Heartland Consultants's portfolio in Q2 2026, its #170 holding.
First Heartland Consultants first reported a position in iShares MBS ETF in Q4 2015 and has held it in 31 quarters since.
336 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.