Fulcrum Equity Management’s iShares MBS ETF MBB Stock Holding History

Fulcrum Equity Management’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	$328K	Buy	3,471 +383	+12%	+$36.2K	0.24%	97
2026 Q1	$293K	Buy	3,088 +7	+0.2%	+$669	0.28%	90
2025 Q4	$293K	Sell	3,081 -86	-3%	-$8.2K	0.28%	89
2025 Q3	$301K	Buy	3,167 +353	+13%	+$33.2K	0.31%	70
2025 Q2	$264K	Buy	2,814 +309	+12%	+$28.6K	0.27%	80
2025 Q1	$235K	Sell	2,505 -941	-27%	-$87K	0.26%	82
2024 Q4	$316K	Sell	3,446 -241	-7%	-$22.4K	0.31%	79
2024 Q3	$353K	Sell	3,687 -491	-12%	-$46.4K	0.3%	101
2024 Q2	$384K	Buy	+4,178	New	+$381K	0.34%	90
2021 Q1	–	Sell	-4,369	Closed	-$481K	–	200
2020 Q4	$481K	Sell	4,369 -1,001	-19%	-$110K	0.19%	88
2020 Q3	$593K	Buy	+5,370	New	+$594K	0.28%	66
2019 Q4	–	Sell	-490	Closed	-$53K	–	174
2019 Q3	$53K	Buy	+490	New	+$52.9K	0.03%	102

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

Fulcrum Equity Management's MBB Position: Q2 2026 in Review

Fulcrum Equity Management increased its iShares MBS ETF (MBB) stake by 12% in Q2 2026, buying an estimated $36.2K and bringing the position to 3,471 shares worth $328K. The position accounts for 0.24% of the portfolio, ranked #97.

Fulcrum Equity Management first reported a position in MBB in Q3 2019 and has held it in 12 quarters since. The position peaked at $593K in Q3 2020. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Fulcrum Equity Management held 3,471 shares of iShares MBS ETF worth $328K as of Q2 2026.
Fulcrum Equity Management bought 383 iShares MBS ETF shares in Q2 2026, an estimated $36.2K.
iShares MBS ETF made up 0.24% of Fulcrum Equity Management's portfolio in Q2 2026, its #97 holding.
Fulcrum Equity Management first reported a position in iShares MBS ETF in Q3 2019 and has held it in 12 quarters since.
Fulcrum Equity Management's iShares MBS ETF position peaked at $593K in Q3 2020.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.