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Friedenthal Financial’s iShares MBS ETF MBB Stock Holding History

Friedenthal Financial’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 		$371K Buy
3,929
+2
+0.1% +$189 0.17% 95
2026
Q1 		$373K Buy
3,927
+46
+1% +$4.39K 0.19% 93
2025
Q4 		$370K Sell
3,881
-43,655
-92% -$4.16M 0.19% 94
2025
Q3 		$4.52M Buy
47,536
+43,585
+1,103% +$4.09M 2.34% 9
2025
Q2 		$371K Sell
3,951
-144
-4% -$13.3K 0.2% 91
2025
Q1 		$384K Sell
4,095
-904
-18% -$83.6K 0.23% 89
2024
Q4 		$458K Sell
4,999
-924
-16% -$86K 0.27% 96
2024
Q3 		$567K Sell
5,923
-651
-10% -$61.5K 0.33% 88
2024
Q2 		$604K Buy
6,574
+579
+10% +$52.7K 0.38% 84
2024
Q1 		$554K Buy
5,995
+177
+3% +$16.4K 0.34% 89
2023
Q4 		$547K Sell
5,818
-26
-0.4% -$2.33K 0.36% 88
2023
Q3 		$519K Sell
5,844
-802
-12% -$73.3K 0.35% 94
2023
Q2 		$620K Sell
6,646
-10
-0.2% -$941 0.41% 92
2023
Q1 		$631K Buy
6,656
+394
+6% +$37.2K 0.44% 86
2022
Q4 		$581K Sell
6,262
-198
-3% -$18.3K 0.4% 89
2022
Q3 		$592K Sell
6,460
-354
-5% -$34.3K 0.41% 44
2022
Q2 		$664K Sell
6,814
-20,069
-75% -$1.97M 0.44% 41
2022
Q1 		$2.74M Buy
26,883
+1,528
+6% +$159K 1.62% 19
2021
Q4 		$2.72M Buy
25,355
+770
+3% +$82.9K 1.69% 21
2021
Q3 		$2.66M Buy
24,585
+3,043
+14% +$330K 1.57% 22
2021
Q2 		$2.33M Buy
21,542
+4,476
+26% +$485K 1.4% 24
2021
Q1 		$1.85M Buy
17,066
+2,325
+16% +$255K 1.36% 24
2020
Q4 		$1.62M Buy
14,741
+4,534
+44% +$499K 1.21% 24
2020
Q3 		$1.13M Buy
10,207
+3,849
+61% +$426K 0.9% 29
2020
Q2 		$704K Buy
+6,358
New +$704K 0.6% 35
2016
Q3 		– Sell
-63,543
Closed -$6.99M – 47
2016
Q2 		$6.99M Buy
+63,543
New +$6.95M 6.03% 3

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Envestnet Portfolio Solutions
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
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Friedenthal Financial's MBB Position: Q2 2026 in Review

Friedenthal Financial increased its iShares MBS ETF (MBB) stake by 0.05% in Q2 2026, buying an estimated $189 and bringing the position to 3,929 shares worth $371K. The position accounts for 0.17% of the portfolio, ranked #95.

Friedenthal Financial first reported a position in MBB in Q2 2016 and has held it in 26 quarters since. The position peaked at $6.99M in Q2 2016. 227 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Friedenthal Financial held 3,929 shares of iShares MBS ETF worth $371K as of Q2 2026.
  • Friedenthal Financial bought 2 iShares MBS ETF shares in Q2 2026, an estimated $189.
  • iShares MBS ETF made up 0.17% of Friedenthal Financial's portfolio in Q2 2026, its #95 holding.
  • Friedenthal Financial first reported a position in iShares MBS ETF in Q2 2016 and has held it in 26 quarters since.
  • Friedenthal Financial's iShares MBS ETF position peaked at $6.99M in Q2 2016.
  • 227 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.