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

Founders Financial Securities’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 		$270K Sell
2,858
-1,920
-40% -$182K 0.01% 486
2026
Q1 		$455K Buy
4,778
+763
+19% +$72.9K 0.03% 387
2025
Q4 		$382K Sell
4,015
-182
-4% -$17.4K 0.02% 434
2025
Q3 		$399K Buy
4,197
+1,614
+62% +$152K 0.03% 381
2025
Q2 		$243K Sell
2,583
-1,050
-29% -$97.3K 0.02% 454
2025
Q1 		$340K Buy
+3,633
New +$336K 0.03% 375
2024
Q4 		– Sell
-3,260
Closed -$312K – 456
2024
Q3 		$312K Buy
3,260
+298
+10% +$28.2K 0.03% 362
2024
Q2 		$272K Sell
2,962
-1,911
-39% -$174K 0.03% 365
2024
Q1 		$450K Sell
4,873
-3,711
-43% -$343K 0.05% 279
2023
Q4 		$808K Buy
8,584
+1,568
+22% +$141K 0.09% 191
2023
Q3 		$623K Sell
7,016
-279
-4% -$25.5K 0.08% 188
2023
Q2 		$680K Buy
7,295
+569
+8% +$53.5K 0.09% 175
2023
Q1 		$637K Sell
6,726
-4,276
-39% -$404K 0.09% 175
2022
Q4 		$1.02M Buy
11,002
+6,466
+143% +$596K 0.16% 133
2022
Q3 		$415K Buy
4,536
+106
+2% +$10.3K 0.07% 197
2022
Q2 		$432K Buy
+4,430
New +$434K 0.08% 176

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 Securities's MBB Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares MBS ETF (MBB) stake by 40% in Q2 2026, selling an estimated $182K and leaving 2,858 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #486.

Founders Financial Securities first reported a position in MBB in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q4 2022. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Founders Financial Securities held 2,858 shares of iShares MBS ETF worth $270K as of Q2 2026.
  • Founders Financial Securities sold 1,920 iShares MBS ETF shares in Q2 2026, an estimated $182K.
  • iShares MBS ETF made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #486 holding.
  • Founders Financial Securities first reported a position in iShares MBS ETF in Q2 2022 and has held it in 16 quarters since.
  • Founders Financial Securities's iShares MBS ETF position peaked at $1.02M in Q4 2022.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.