GG
MBB icon

Greenwood Gearhart’s iShares MBS ETF MBB Stock Holding History

Greenwood Gearhart’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 		$327K Buy
+3,459
New +$327K 0.02% 128

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Greenwood Gearhart's MBB Position: Q2 2026 in Review

Greenwood Gearhart opened a new position in iShares MBS ETF (MBB) in Q2 2026: 3,459 shares worth $327K. The stake represents 0.02% of the portfolio and ranks #128 among its holdings.

495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Greenwood Gearhart held 3,459 shares of iShares MBS ETF worth $327K as of Q2 2026.
  • iShares MBS ETF was a new Greenwood Gearhart position in Q2 2026.
  • iShares MBS ETF made up 0.02% of Greenwood Gearhart's portfolio in Q2 2026, its #128 holding.
  • 495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.