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Global Financial Private Client’s iShares MBS ETF MBB Stock Holding History

Global Financial Private Client’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 		$238K Sell
2,518
-419
-14% -$39.6K 0.06% 230
2026
Q1 		$279K Buy
2,937
+108
+4% +$10.3K 0.09% 205
2025
Q4 		$269K Sell
2,829
-27
-0.9% -$2.58K 0.09% 200
2025
Q3 		$272K Hold
2,856
– – 0.1% 200
2025
Q2 		$268K Hold
2,856
– – 0.1% 195
2025
Q1 		$268K Sell
2,856
-313
-10% -$28.9K 0.1% 179
2024
Q4 		$291K Buy
3,169
+46
+1% +$4.28K 0.11% 171
2024
Q3 		$299K Sell
3,123
-126
-4% -$11.9K 0.12% 167
2024
Q2 		$298K Hold
3,249
– – 0.12% 161
2024
Q1 		$298K Sell
3,249
-451
-12% -$41.7K 0.13% 153
2023
Q4 		$348K Sell
3,700
-2,106
-36% -$189K 0.16% 141
2023
Q3 		$509K Buy
5,806
+754
+15% +$68.9K 0.26% 92
2023
Q2 		$468K Buy
5,052
+545
+12% +$51.3K 0.23% 104
2023
Q1 		$428K Sell
4,507
-1,719
-28% -$162K 0.22% 105
2022
Q4 		$577K Sell
6,226
-357
-5% -$32.9K 0.32% 78
2022
Q3 		$607K Sell
6,583
-2,935
-31% -$285K 0.35% 71
2022
Q2 		$933K Sell
9,518
-2,844
-23% -$279K 0.53% 47
2022
Q1 		$1.25M Buy
12,362
+351
+3% +$36.6K 0.61% 36
2021
Q4 		$1.29M Sell
12,011
-584
-5% -$62.9K 0.62% 39
2021
Q3 		$1.36M Buy
12,595
+135
+1% +$14.6K 0.7% 34
2021
Q2 		$1.35M Buy
12,460
+1,883
+18% +$204K 0.75% 31
2021
Q1 		$1.14M Buy
10,577
+2,516
+31% +$276K 0.82% 25
2020
Q4 		$888K Buy
8,061
+767
+11% +$84.5K 0.7% 30
2020
Q3 		$804K Sell
7,294
-195
-3% -$21.6K 0.7% 33
2020
Q2 		$828K Buy
7,489
+2,703
+56% +$299K 0.72% 31
2020
Q1 		$526K Sell
4,786
-162
-3% -$17.6K 0.56% 41
2019
Q4 		$535K Buy
+4,948
New +$535K 0.45% 57

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Financial Private Client's MBB Position: Q2 2026 in Review

Global Financial Private Client reduced its iShares MBS ETF (MBB) stake by 14% in Q2 2026, selling an estimated $39.6K and leaving 2,518 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #230.

Global Financial Private Client first reported a position in MBB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.36M in Q3 2021. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Global Financial Private Client held 2,518 shares of iShares MBS ETF worth $238K as of Q2 2026.
  • Global Financial Private Client sold 419 iShares MBS ETF shares in Q2 2026, an estimated $39.6K.
  • iShares MBS ETF made up 0.06% of Global Financial Private Client's portfolio in Q2 2026, its #230 holding.
  • Global Financial Private Client first reported a position in iShares MBS ETF in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's iShares MBS ETF position peaked at $1.36M in Q3 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.