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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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. 187 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.
  • 187 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.