Heck Capital Advisors’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 | $16.5M | Buy |
174,713
+14,709
| +9% | +$1.39M | 0.99% | 25 |
|
|
2026
Q1 | $15.2M | Sell |
160,004
-3,531
| -2% | -$337K | 1.13% | 20 |
|
|
2025
Q4 | $15.6M | Buy |
163,535
+19,350
| +13% | +$1.85M | 1.16% | 21 |
|
|
2025
Q3 | $13.7M | Buy |
144,185
+77,257
| +115% | +$7.26M | 1.06% | 20 |
|
|
2025
Q2 | $6.28M | Buy |
+66,928
| New | +$6.2M | 0.54% | 41 |
|
|
2025
Q1 | – | Sell |
-180
| Closed | -$16.5K | – | 250 |
|
|
2024
Q4 | $16.5K | Sell |
180
-7,693
| -98% | -$716K | ﹤0.01% | 209 |
|
|
2024
Q3 | $754K | Buy |
7,873
+7,689
| +4,179% | +$727K | 0.09% | 94 |
|
|
2024
Q2 | $16.9K | Buy |
184
+2
| +1% | +$182 | ﹤0.01% | 184 |
|
|
2024
Q1 | $16.9K | Buy |
182
+1
| +0.6% | +$92 | ﹤0.01% | 177 |
|
|
2023
Q4 | $17.1K | Buy |
181
+2
| +1% | +$179 | ﹤0.01% | 172 |
|
|
2023
Q3 | $15.9K | Buy |
179
+2
| +1% | +$183 | ﹤0.01% | 169 |
|
|
2023
Q2 | $16.5K | Buy |
177
+1
| +0.6% | +$94 | ﹤0.01% | 150 |
|
|
2023
Q1 | $16.7K | Buy |
176
+6
| +4% | +$567 | ﹤0.01% | 137 |
|
|
2022
Q4 | $15.8K | Buy |
170
+2
| +1% | +$184 | ﹤0.01% | 134 |
|
|
2022
Q3 | $15.4K | Hold |
168
| – | – | ﹤0.01% | 132 |
|
|
2022
Q2 | $16.3K | Sell |
168
-174
| -51% | -$17.1K | ﹤0.01% | 133 |
|
|
2022
Q1 | $34.8K | Buy |
342
+1
| +0.3% | +$104 | 0.01% | 125 |
|
|
2021
Q4 | $36.7K | Sell |
341
-52,542
| -99% | -$5.66M | 0.01% | 113 |
|
|
2021
Q3 | $5.72M | Buy |
52,883
+611
| +1% | +$66.3K | 1.14% | 20 |
|
|
2021
Q2 | $5.66M | Buy |
52,272
+1,249
| +2% | +$135K | 1.12% | 21 |
|
|
2021
Q1 | $5.53M | Buy |
51,023
+5,410
| +12% | +$593K | 1.22% | 19 |
|
|
2020
Q4 | $5.02M | Buy |
45,613
+4,049
| +10% | +$446K | 1.22% | 20 |
|
|
2020
Q3 | $4.59M | Buy |
41,564
+1,518
| +4% | +$168K | 1.28% | 19 |
|
|
2020
Q2 | $4.43M | Buy |
40,046
+3,639
| +10% | +$403K | 0.94% | 21 |
|
|
2020
Q1 | $4.02M | Sell |
36,407
-265
| -0.7% | -$28.8K | 1.16% | 18 |
|
|
2019
Q4 | $3.96M | Buy |
36,672
+1,965
| +6% | +$212K | 0.95% | 23 |
|
|
2019
Q3 | $3.76M | Buy |
34,707
+1,895
| +6% | +$204K | 1.16% | 23 |
|
|
2019
Q2 | $3.53M | Buy |
32,812
+2,575
| +9% | +$274K | 0.95% | 23 |
|
|
2019
Q1 | $3.22M | Buy |
30,237
+1,691
| +6% | +$178K | 0.96% | 22 |
|
|
2018
Q4 | $2.99M | Buy |
28,546
+199
| +0.7% | +$20.5K | 1.1% | 23 |
|
|
2018
Q3 | $2.93M | Buy |
28,347
+3,129
| +12% | +$325K | 0.97% | 21 |
|
|
2018
Q2 | $2.63M | Buy |
25,218
+1,039
| +4% | +$108K | 0.96% | 20 |
|
|
2018
Q1 | $2.53M | Buy |
24,179
+637
| +3% | +$66.8K | 1.12% | 19 |
|
|
2017
Q4 | $2.51M | Buy |
23,542
+1,788
| +8% | +$191K | 1.22% | 20 |
|
|
2017
Q3 | $2.33M | Buy |
21,754
+3,408
| +19% | +$365K | 1.24% | 20 |
|
|
2017
Q2 | $1.96M | Buy |
18,346
+909
| +5% | +$97.3K | 1.14% | 21 |
|
|
2017
Q1 | $1.86M | Buy |
17,437
+4,115
| +31% | +$437K | 1.14% | 18 |
|
|
2016
Q4 | $1.42M | Buy |
+13,322
| New | +$1.44M | 1.03% | 18 |
|
Other funds holding MBB
MWA
MMA
CCWA
FWCM
PAS
MFG
Heck Capital Advisors's MBB Position: Q2 2026 in Review
Heck Capital Advisors increased its iShares MBS ETF (MBB) stake by 9.2% in Q2 2026, buying an estimated $1.39M and bringing the position to 174,713 shares worth $16.5M. The position accounts for 0.99% of the portfolio, ranked #25.
Heck Capital Advisors first reported a position in MBB in Q4 2016 and has held it in 38 quarters since. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.
- Heck Capital Advisors held 174,713 shares of iShares MBS ETF worth $16.5M as of Q2 2026.
- Heck Capital Advisors bought 14,709 iShares MBS ETF shares in Q2 2026, an estimated $1.39M.
- iShares MBS ETF made up 0.99% of Heck Capital Advisors's portfolio in Q2 2026, its #25 holding.
- Heck Capital Advisors first reported a position in iShares MBS ETF in Q4 2016 and has held it in 38 quarters since.
- 495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.
Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.