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

Kingdom 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 Q3	$38.6K	Sell	430 -2,358	-85%	-$219K	0.01%	319
2026 Q2	$264K	Buy	2,788 +88	+3%	+$8.32K	0.07%	132
2026 Q1	$256K	Buy	2,700 +73	+3%	+$6.97K	0.07%	132
2025 Q4	$250K	Sell	2,627 -4,055	-61%	-$387K	0.08%	134
2025 Q3	$636K	Buy	+6,682	New	+$628K	0.39%	41
2024 Q2	–	Sell	-2,719	Closed	-$251K	–	61
2024 Q1	$251K	Buy	+2,719	New	+$251K	0.18%	49

Other funds holding MBB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Kingdom Financial Group's MBB Position: Q3 2026 in Review

Kingdom Financial Group reduced its iShares MBS ETF (MBB) stake by 85% in Q3 2026, selling an estimated $219K and leaving 430 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #319.

Kingdom Financial Group first reported a position in MBB in Q1 2024 and has held it in 6 quarters since. The position peaked at $636K in Q3 2025. 689 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Kingdom Financial Group held 430 shares of iShares MBS ETF worth $38.6K as of Q3 2026.
Kingdom Financial Group sold 2,358 iShares MBS ETF shares in Q3 2026, an estimated $219K.
iShares MBS ETF made up 0.01% of Kingdom Financial Group's portfolio in Q3 2026, its #319 holding.
Kingdom Financial Group first reported a position in iShares MBS ETF in Q1 2024 and has held it in 6 quarters since.
Kingdom Financial Group's iShares MBS ETF position peaked at $636K in Q3 2025.
689 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.