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Kelly Financial Group’s iShares MBS ETF MBB Stock Holding History

Kelly Financial Group’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 		$207K Buy
2,185
+27
+1% +$2.55K 0.05% 105
2026
Q1 		$205K Buy
2,158
+19
+0.9% +$1.81K 0.05% 98
2025
Q4 		$204K Sell
2,139
-73
-3% -$6.96K 0.05% 92
2025
Q3 		$210K Buy
+2,212
New +$208K 0.06% 87
2025
Q2 		– Sell
-2,325
Closed -$218K – 87
2025
Q1 		$218K Buy
2,325
+106
+5% +$9.8K 0.07% 76
2024
Q4 		$203K Buy
+2,219
New +$207K 0.07% 72

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

Kelly Financial Group's MBB Position: Q2 2026 in Review

Kelly Financial Group increased its iShares MBS ETF (MBB) stake by 1.3% in Q2 2026, buying an estimated $2.55K and bringing the position to 2,185 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #105.

Kelly Financial Group first reported a position in MBB in Q4 2024 and has held it in 6 quarters since. The position peaked at $218K in Q1 2025. 298 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Kelly Financial Group held 2,185 shares of iShares MBS ETF worth $207K as of Q2 2026.
  • Kelly Financial Group bought 27 iShares MBS ETF shares in Q2 2026, an estimated $2.55K.
  • iShares MBS ETF made up 0.05% of Kelly Financial Group's portfolio in Q2 2026, its #105 holding.
  • Kelly Financial Group first reported a position in iShares MBS ETF in Q4 2024 and has held it in 6 quarters since.
  • Kelly Financial Group's iShares MBS ETF position peaked at $218K in Q1 2025.
  • 298 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.