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

Gilliland Jeter Wealth 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	-4,493	Closed	-$425K	–	195
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Gilliland Jeter Wealth Management's MBB Position: Q3 2026 in Review

Gilliland Jeter Wealth Management sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 4,493 shares — an estimated $425K sold.

Gilliland Jeter Wealth Management first reported a position in MBB in Q1 2024 and held it in 6 quarters. The position peaked at $425K in Q2 2026. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Gilliland Jeter Wealth Management reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 4,493 iShares MBS ETF shares in Q3 2026, an estimated $425K.
Gilliland Jeter Wealth Management first reported a position in iShares MBS ETF in Q1 2024 and held it in 6 quarters.
Gilliland Jeter Wealth Management's iShares MBS ETF position peaked at $425K in Q2 2026.
820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.