JMAC Enterprises’s iShares MBS ETF MBB Stock Holding History

JMAC Enterprises’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	$7.67M	Buy	81,180 +24,012	+42%	+$2.27M	1.29%	29
2026 Q1	$5.43M	Buy	57,168 +976	+2%	+$93.2K	1.04%	35
2025 Q4	$5.35M	Buy	56,192 +3,303	+6%	+$315K	1.02%	37
2025 Q3	$5.03M	Buy	52,889 +3,243	+7%	+$305K	1%	36
2025 Q2	$4.66M	Buy	49,646 +5,302	+12%	+$491K	1%	37
2025 Q1	$4.16M	Buy	44,344 +2,532	+6%	+$234K	0.99%	41
2024 Q4	$3.83M	Buy	41,812 +4,043	+11%	+$376K	0.6%	49
2024 Q3	$3.62M	Buy	37,769 +4,262	+13%	+$403K	0.58%	50
2024 Q2	$3.08M	Buy	33,507 +2,922	+10%	+$266K	0.54%	51
2024 Q1	$2.83M	Buy	30,585 +6,546	+27%	+$605K	0.53%	50
2023 Q4	$2.26M	Buy	24,039 +3,533	+17%	+$317K	0.49%	59
2023 Q3	$1.82M	Buy	20,506 +1,923	+10%	+$176K	0.45%	65
2023 Q2	$1.73M	Buy	18,583 +875	+5%	+$82.3K	0.43%	68
2023 Q1	$1.68M	Buy	+17,708	New	+$1.67M	0.43%	69

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JMAC Enterprises's MBB Position: Q2 2026 in Review

JMAC Enterprises increased its iShares MBS ETF (MBB) stake by 42% in Q2 2026, buying an estimated $2.27M and bringing the position to 81,180 shares worth $7.67M. The position accounts for 1.29% of the portfolio, ranked #29.

JMAC Enterprises first reported a position in MBB in Q1 2023 and has held it in 14 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

JMAC Enterprises held 81,180 shares of iShares MBS ETF worth $7.67M as of Q2 2026.
JMAC Enterprises bought 24,012 iShares MBS ETF shares in Q2 2026, an estimated $2.27M.
iShares MBS ETF made up 1.29% of JMAC Enterprises's portfolio in Q2 2026, its #29 holding.
JMAC Enterprises first reported a position in iShares MBS ETF in Q1 2023 and has held it in 14 quarters since.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on JMAC Enterprises's 13F filing for Q2 2026, filed 28 Jul 2026.