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K2 Financial’s iShares MBS ETF MBB Stock Holding History

K2 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 		$1.75M Buy
18,600
+1,030
+6% +$97.4K 1.24% 29
2026
Q1 		$1.67M Buy
17,570
+775
+5% +$74K 1.22% 30
2025
Q4 		$1.6M Buy
16,795
+350
+2% +$33.4K 1.24% 30
2025
Q3 		$1.57M Buy
16,445
+917
+6% +$86.1K 1.26% 29
2025
Q2 		$1.44M Buy
15,528
+6,741
+77% +$625K 1.27% 26
2025
Q1 		$807K Buy
8,787
+100
+1% +$9.25K 0.79% 38
2024
Q4 		$785K Buy
+8,687
New +$809K 0.78% 40

Other funds holding MBB

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

K2 Financial's MBB Position: Q2 2026 in Review

K2 Financial increased its iShares MBS ETF (MBB) stake by 5.9% in Q2 2026, buying an estimated $97.4K and bringing the position to 18,600 shares worth $1.75M. The position accounts for 1.24% of the portfolio, ranked #29.

K2 Financial first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • K2 Financial held 18,600 shares of iShares MBS ETF worth $1.75M as of Q2 2026.
  • K2 Financial bought 1,030 iShares MBS ETF shares in Q2 2026, an estimated $97.4K.
  • iShares MBS ETF made up 1.24% of K2 Financial's portfolio in Q2 2026, its #29 holding.
  • K2 Financial first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.