Focus Financial Network’s iShares MBS ETF MBB Stock Holding History

Focus Financial Network’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	$4.64M	Buy	49,056 +5,945	+14%	+$562K	0.14%	118
2026 Q1	$4.09M	Sell	43,111 -678	-2%	-$64.8K	0.15%	120
2025 Q4	$4.17M	Buy	43,789 +403	+0.9%	+$38.4K	0.15%	120
2025 Q3	$4.13M	Buy	43,386 +1,249	+3%	+$117K	0.15%	117
2025 Q2	$3.96M	Buy	42,137 +1,015	+2%	+$94.1K	0.16%	114
2025 Q1	$3.86M	Sell	41,122 -3,117	-7%	-$288K	0.16%	110
2024 Q4	$4.06M	Buy	44,239 +3,012	+7%	+$280K	0.16%	107
2024 Q3	$3.95M	Buy	41,227 +1,546	+4%	+$146K	0.16%	109
2024 Q2	$3.7M	Buy	39,681 +1,240	+3%	+$113K	0.16%	111
2024 Q1	$3.45M	Sell	38,441 -6,318	-14%	-$584K	0.17%	113
2023 Q4	$4.21M	Buy	44,759 +210	+0.5%	+$18.8K	0.16%	127
2023 Q3	$3.96M	Sell	44,549 -8,301	-16%	-$759K	0.22%	90
2023 Q2	$4.93M	Buy	52,850 +1,305	+3%	+$123K	0.27%	74
2023 Q1	$4.88M	Buy	+51,545	New	+$4.87M	0.3%	68
2021 Q4	–	Sell	-4,722	Closed	-$511K	–	415
2021 Q3	$511K	Buy	4,722 +213	+5%	+$23.1K	0.07%	254
2021 Q2	$488K	Sell	4,509 -10	-0.2%	-$1.08K	0.06%	270
2021 Q1	$490K	Buy	+4,519	New	+$495K	0.06%	259

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

Focus Financial Network's MBB Position: Q2 2026 in Review

Focus Financial Network increased its iShares MBS ETF (MBB) stake by 14% in Q2 2026, buying an estimated $562K and bringing the position to 49,056 shares worth $4.64M. The position accounts for 0.14% of the portfolio, ranked #118.

Focus Financial Network first reported a position in MBB in Q1 2021 and has held it in 17 quarters since. The position peaked at $4.93M in Q2 2023. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Focus Financial Network held 49,056 shares of iShares MBS ETF worth $4.64M as of Q2 2026.
Focus Financial Network bought 5,945 iShares MBS ETF shares in Q2 2026, an estimated $562K.
iShares MBS ETF made up 0.14% of Focus Financial Network's portfolio in Q2 2026, its #118 holding.
Focus Financial Network first reported a position in iShares MBS ETF in Q1 2021 and has held it in 17 quarters since.
Focus Financial Network's iShares MBS ETF position peaked at $4.93M in Q2 2023.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.