Hutchens & Kramer Investment Management Group’s iShares MBS ETF MBB Stock Holding History

Hutchens & Kramer Investment Management Group’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	$339K	Sell	3,584 -3	-0.1%	-$284	0.09%	109
2026 Q1	$341K	Buy	3,587 +29	+0.8%	+$2.77K	0.11%	107
2025 Q4	$339K	Sell	3,558 -53	-1%	-$5.05K	0.12%	112
2025 Q3	$344K	Buy	3,611 +401	+12%	+$37.7K	0.14%	104
2025 Q2	$300K	Sell	3,210 -2,749	-46%	-$255K	0.14%	110
2025 Q1	$559K	Sell	5,959 -1,575	-21%	-$146K	0.31%	62
2024 Q4	$691K	Buy	7,534 +101	+1%	+$9.4K	0.38%	51
2024 Q3	$712K	Buy	7,433 +2,989	+67%	+$283K	0.4%	52
2024 Q2	$404K	Buy	4,444 +641	+17%	+$58.4K	0.22%	72
2024 Q1	$348K	Buy	+3,803	New	+$352K	0.21%	78
2023 Q1	–	Sell	-2,470	Closed	-$229K	–	127
2022 Q4	$229K	Buy	+2,470	New	+$228K	0.17%	87

Other funds holding MBB

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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 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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's MBB Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its iShares MBS ETF (MBB) stake by 0.08% in Q2 2026, selling an estimated $284 and leaving 3,584 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #109.

Hutchens & Kramer Investment Management Group first reported a position in MBB in Q4 2022 and has held it in 11 quarters since. The position peaked at $712K in Q3 2024. 336 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Hutchens & Kramer Investment Management Group held 3,584 shares of iShares MBS ETF worth $339K as of Q2 2026.
Hutchens & Kramer Investment Management Group sold 3 iShares MBS ETF shares in Q2 2026, an estimated $284.
iShares MBS ETF made up 0.09% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #109 holding.
Hutchens & Kramer Investment Management Group first reported a position in iShares MBS ETF in Q4 2022 and has held it in 11 quarters since.
Hutchens & Kramer Investment Management Group's iShares MBS ETF position peaked at $712K in Q3 2024.
336 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.