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Kerr Financial Planning’s iShares MBS ETF MBB Stock Holding History

Kerr Financial Planning’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 		$10.7K Sell
114
-1,622
-93% -$153K 0.01% 359
2026
Q1 		$95.2K Buy
1,736
+1,624
+1,450% +$155K 0.07% 138
2025
Q4 		$10.7K Buy
112
+1
+0.9% +$95 0.01% 355
2025
Q3 		$10.6K Buy
+111
New +$10.4K 0.01% 347

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 22.9% 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

Kerr Financial Planning's MBB Position: Q2 2026 in Review

Kerr Financial Planning reduced its iShares MBS ETF (MBB) stake by 93% in Q2 2026, selling an estimated $153K and leaving 114 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #359.

Kerr Financial Planning first reported a position in MBB in Q3 2025 and has held it in 4 quarters since. The position peaked at $95.2K in Q1 2026. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Kerr Financial Planning held 114 shares of iShares MBS ETF worth $10.7K as of Q2 2026.
  • Kerr Financial Planning sold 1,622 iShares MBS ETF shares in Q2 2026, an estimated $153K.
  • iShares MBS ETF made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #359 holding.
  • Kerr Financial Planning first reported a position in iShares MBS ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's iShares MBS ETF position peaked at $95.2K in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.