Fulcrum Equity Management
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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
Q3 		– Sell
-3,471
Closed -$328K – 149
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fulcrum Equity Management's MBB Position: Q3 2026 in Review

Fulcrum Equity Management sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 3,471 shares — an estimated $328K sold.

Fulcrum Equity Management first reported a position in MBB in Q3 2019 and held it in 12 quarters. The position peaked at $593K in Q3 2020. 636 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Fulcrum Equity Management reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,471 iShares MBS ETF shares in Q3 2026, an estimated $328K.
  • Fulcrum Equity Management first reported a position in iShares MBS ETF in Q3 2019 and held it in 12 quarters.
  • Fulcrum Equity Management's iShares MBS ETF position peaked at $593K in Q3 2020.
  • 636 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.