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Independent Financial Group’s iShares MBS ETF MBB Stock Holding History

Independent Financial 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 		$4.96M Sell
52,467
-8,115
-13% -$767K 0.09% 212
2026
Q1 		$5.75M Buy
60,582
+1,568
+3% +$150K 0.13% 159
2025
Q4 		$5.62M Buy
59,014
+6,605
+13% +$630K 0.13% 156
2025
Q3 		$4.99M Buy
52,409
+8,070
+18% +$758K 0.12% 154
2025
Q2 		$4.16M Buy
44,339
+15,297
+53% +$1.42M 0.11% 170
2025
Q1 		$2.72M Buy
29,042
+24,036
+480% +$2.22M 0.09% 217
2024
Q4 		$459K Buy
5,006
+246
+5% +$22.9K 0.02% 728
2024
Q3 		$456K Buy
4,760
+423
+10% +$40K 0.02% 689
2024
Q2 		$398K Buy
4,337
+1,007
+30% +$91.7K 0.02% 701
2024
Q1 		$308K Buy
3,330
+144
+5% +$13.3K 0.01% 769
2023
Q4 		$300K Sell
3,186
-439
-12% -$39.4K 0.02% 723
2023
Q3 		$322K Buy
3,625
+31
+0.9% +$2.83K 0.02% 631
2023
Q2 		$335K Buy
3,594
+1,188
+49% +$112K 0.02% 601
2023
Q1 		$228K Sell
2,406
-1,518
-39% -$143K 0.02% 724
2022
Q4 		$364K Buy
3,924
+1,552
+65% +$143K 0.03% 509
2022
Q3 		$217K Sell
2,372
-272
-10% -$26.4K 0.02% 640
2022
Q2 		$258K Sell
2,644
-300
-10% -$29.4K 0.03% 548
2022
Q1 		$300K Buy
2,944
+190
+7% +$19.8K 0.02% 595
2021
Q4 		$296K Hold
2,754
– – 0.02% 599
2021
Q3 		$298K Sell
2,754
-461
-14% -$50K 0.03% 526
2021
Q2 		$348K Sell
3,215
-3,991
-55% -$433K 0.04% 483
2021
Q1 		$781K Sell
7,206
-41
-0.6% -$4.49K 0.1% 220
2020
Q4 		$798K Sell
7,247
-699
-9% -$77K 0.12% 198
2020
Q3 		$877K Sell
7,946
-925
-10% -$102K 0.16% 146
2020
Q2 		$982K Sell
8,871
-695
-7% -$77K 0.22% 117
2020
Q1 		$1.06M Buy
+9,566
New +$1.04M 0.31% 77

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

Independent Financial Group's MBB Position: Q2 2026 in Review

Independent Financial Group reduced its iShares MBS ETF (MBB) stake by 13% in Q2 2026, selling an estimated $767K and leaving 52,467 shares worth $4.96M. The position accounts for 0.09% of the portfolio, ranked #212.

Independent Financial Group first reported a position in MBB in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.75M in Q1 2026. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Independent Financial Group held 52,467 shares of iShares MBS ETF worth $4.96M as of Q2 2026.
  • Independent Financial Group sold 8,115 iShares MBS ETF shares in Q2 2026, an estimated $767K.
  • iShares MBS ETF made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #212 holding.
  • Independent Financial Group first reported a position in iShares MBS ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares MBS ETF position peaked at $5.75M in Q1 2026.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.