JF
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Joule Financial’s iShares MBS ETF MBB Stock Holding History

Joule Financial’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 		$278K Sell
2,944
-1,245
-30% -$118K 0.08% 95
2026
Q1 		$398K Buy
+4,189
New +$400K 0.12% 73

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

Joule Financial's MBB Position: Q2 2026 in Review

Joule Financial reduced its iShares MBS ETF (MBB) stake by 30% in Q2 2026, selling an estimated $118K and leaving 2,944 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #95.

Joule Financial first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. The position peaked at $398K in Q1 2026. 336 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Joule Financial held 2,944 shares of iShares MBS ETF worth $278K as of Q2 2026.
  • Joule Financial sold 1,245 iShares MBS ETF shares in Q2 2026, an estimated $118K.
  • iShares MBS ETF made up 0.08% of Joule Financial's portfolio in Q2 2026, its #95 holding.
  • Joule Financial first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • Joule Financial's iShares MBS ETF position peaked at $398K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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