Gilliland Jeter Wealth Management’s iShares MBS ETF MBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$425K Buy
4,493
+1,379
+44% +$130K 0.11% 129
2026
Q1
$296K Buy
3,114
+429
+16% +$41K 0.09% 157
2025
Q4
$256K Buy
+2,685
New +$256K 0.08% 158
2024
Q4
Sell
-914
Closed -$87.6K 453
2024
Q3
$87.6K Buy
914
+270
+42% +$25.5K 0.03% 237
2024
Q2
$59.1K Buy
644
+151
+31% +$13.8K 0.02% 273
2024
Q1
$45.6K Buy
+493
New +$45.6K 0.02% 292

Other funds holding MBB

Gilliland Jeter Wealth Management's MBB Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its iShares MBS ETF (MBB) stake by 44% in Q2 2026, buying an estimated $130K and bringing the position to 4,493 shares worth $425K. The position accounts for 0.11% of the portfolio, ranked #129.

Gilliland Jeter Wealth Management first reported a position in MBB in Q1 2024 and has held it in 6 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Gilliland Jeter Wealth Management held 4,493 shares of iShares MBS ETF worth $425K as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 1,379 iShares MBS ETF shares in Q2 2026, an estimated $130K.
  • iShares MBS ETF made up 0.11% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Gilliland Jeter Wealth Management first reported a position in iShares MBS ETF in Q1 2024 and has held it in 6 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.