FFA
MBB icon

Founders Financial Alliance’s iShares MBS ETF MBB Stock Holding History

Founders Financial Alliance’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 		$4.62M Buy
48,826
+43,951
+902% +$4.16M 0.61% 42
2026
Q1 		$463K Buy
4,875
+3,669
+304% +$351K 0.08% 222
2025
Q4 		$115K Sell
1,206
-99
-8% -$9.44K 0.02% 385
2025
Q3 		$124K Buy
1,305
+67
+5% +$6.29K 0.02% 420
2025
Q2 		$116K Buy
1,238
+267
+27% +$24.7K 0.03% 344
2025
Q1 		$91K Buy
971
+5
+0.5% +$462 0.02% 391
2024
Q4 		$88.6K Sell
966
-88
-8% -$8.19K 0.02% 335
2024
Q3 		$101K Buy
1,054
+81
+8% +$7.66K 0.03% 331
2024
Q2 		$89.4K Sell
973
-133
-12% -$12.1K 0.03% 331
2024
Q1 		$102K Sell
1,106
-242
-18% -$22.4K 0.03% 317
2023
Q4 		$127K Sell
1,348
-132
-9% -$11.8K 0.05% 277
2023
Q3 		$131K Sell
1,480
-706
-32% -$64.5K 0.06% 250
2023
Q2 		$204K Buy
2,186
+610
+39% +$57.4K 0.08% 248
2023
Q1 		$149K Sell
1,576
-337
-18% -$31.8K 0.07% 224
2022
Q4 		$177K Sell
1,913
-62
-3% -$5.72K 0.08% 230
2022
Q3 		$181K Sell
1,975
-298
-13% -$28.9K 0.09% 213
2022
Q2 		$222K Sell
2,273
-55
-2% -$5.39K 0.11% 194
2022
Q1 		$237K Sell
2,328
-177
-7% -$18.5K 0.11% 187
2021
Q4 		$269K Buy
2,505
+59
+2% +$6.35K 0.11% 198
2021
Q3 		$265K Buy
2,446
+148
+6% +$16.1K 0.12% 176
2021
Q2 		$250K Sell
2,298
-163
-7% -$17.7K 0.11% 199
2021
Q1 		$268K Buy
2,461
+1,377
+127% +$151K 0.13% 177
2020
Q4 		$118K Buy
1,084
+202
+23% +$22.2K 0.07% 230
2020
Q3 		$97K Buy
+882
New +$97.5K 0.06% 273

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 22.96% 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

Founders Financial Alliance's MBB Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares MBS ETF (MBB) stake by 902% in Q2 2026, buying an estimated $4.16M and bringing the position to 48,826 shares worth $4.62M. The position accounts for 0.61% of the portfolio, ranked #42.

Founders Financial Alliance first reported a position in MBB in Q3 2020 and has held it in 24 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Founders Financial Alliance held 48,826 shares of iShares MBS ETF worth $4.62M as of Q2 2026.
  • Founders Financial Alliance bought 43,951 iShares MBS ETF shares in Q2 2026, an estimated $4.16M.
  • iShares MBS ETF made up 0.61% of Founders Financial Alliance's portfolio in Q2 2026, its #42 holding.
  • Founders Financial Alliance first reported a position in iShares MBS ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.