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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JMAC Enterprises's MBB Position: Q1 2026 in Review

JMAC Enterprises increased its iShares MBS ETF (MBB) stake by 1.7% in Q1 2026, buying an estimated $93.2K and bringing the position to 57,168 shares worth $5.43M. The position accounts for 1.04% of the portfolio, ranked #35.

JMAC Enterprises first reported a position in MBB in Q1 2023 and has held it in 13 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

JMAC Enterprises held 57,168 shares of iShares MBS ETF worth $5.43M as of Q1 2026.
JMAC Enterprises bought 976 iShares MBS ETF shares in Q1 2026, an estimated $93.2K.
iShares MBS ETF made up 1.04% of JMAC Enterprises's portfolio in Q1 2026, its #35 holding.
JMAC Enterprises first reported a position in iShares MBS ETF in Q1 2023 and has held it in 13 quarters since.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on JMAC Enterprises's 13F filing for Q1 2026, filed 1 May 2026.