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JT Stratford LLC’s iShares MBS ETF MBB Stock Holding History

JT Stratford LLC’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 		$11.9M Buy
125,397
+13,207
+12% +$1.25M 1.3% 15
2026
Q1 		$10.7M Buy
112,190
+5,860
+6% +$560K 1.36% 17
2025
Q4 		$10.1M Buy
106,330
+55,284
+108% +$5.27M 1.3% 18
2025
Q3 		$4.86M Buy
51,046
+42,597
+504% +$4M 0.65% 31
2025
Q2 		$793K Buy
8,449
+207
+3% +$19.2K 0.12% 162
2025
Q1 		$773K Buy
8,242
+748
+10% +$69.2K 0.14% 157
2024
Q4 		$687K Buy
7,494
+426
+6% +$39.7K 0.11% 171
2024
Q3 		$677K Buy
7,068
+642
+10% +$60.7K 0.12% 176
2024
Q2 		$590K Buy
6,426
+162
+3% +$14.8K 0.11% 178
2024
Q1 		$579K Buy
6,264
+486
+8% +$45K 0.12% 180
2023
Q4 		$544K Buy
5,778
+74
+1% +$6.64K 0.12% 173
2023
Q3 		$507K Sell
5,704
-836
-13% -$76.4K 0.13% 164
2023
Q2 		$610K Buy
6,540
+38
+0.6% +$3.57K 0.16% 143
2023
Q1 		$616K Buy
6,502
+2,457
+61% +$232K 0.18% 125
2022
Q4 		$375K Buy
+4,045
New +$373K 0.12% 164

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

JT Stratford LLC's MBB Position: Q2 2026 in Review

JT Stratford LLC increased its iShares MBS ETF (MBB) stake by 12% in Q2 2026, buying an estimated $1.25M and bringing the position to 125,397 shares worth $11.9M. The position accounts for 1.3% of the portfolio, ranked #15.

JT Stratford LLC first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • JT Stratford LLC held 125,397 shares of iShares MBS ETF worth $11.9M as of Q2 2026.
  • JT Stratford LLC bought 13,207 iShares MBS ETF shares in Q2 2026, an estimated $1.25M.
  • iShares MBS ETF made up 1.3% of JT Stratford LLC's portfolio in Q2 2026, its #15 holding.
  • JT Stratford LLC first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.