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L.J. Altfest & Co’s iShares MBS ETF MBB Stock Holding History

L.J. Altfest & Co’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 		– Sell
-2,128
Closed -$202K – 333
2026
Q1 		$202K Sell
2,128
-3
-0.1% -$287 0.02% 319
2025
Q4 		$203K Buy
2,131
+2
+0.1% +$191 0.02% 322
2025
Q3 		$203K Sell
2,129
-980
-32% -$92.1K 0.02% 324
2025
Q2 		$292K Sell
3,109
-2,085
-40% -$193K 0.03% 287
2025
Q1 		$487K Sell
5,194
-101,687
-95% -$9.41M 0.06% 223
2024
Q4 		$9.8M Sell
106,881
-5,300
-5% -$493K 1.25% 22
2024
Q3 		$10.7M Buy
112,181
+866
+0.8% +$81.9K 1.43% 21
2024
Q2 		$10.2M Buy
111,315
+2,259
+2% +$206K 1.4% 21
2024
Q1 		$10.1M Buy
109,056
+2,052
+2% +$190K 1.43% 19
2023
Q4 		$10.1M Buy
107,004
+9,210
+9% +$826K 1.46% 18
2023
Q3 		$8.68M Sell
97,794
-8,106
-8% -$741K 1.37% 20
2023
Q2 		$9.88M Buy
105,900
+16,566
+19% +$1.56M 1.48% 19
2023
Q1 		$8.46M Buy
+89,334
New +$8.44M 1.33% 20
2021
Q3 		– Sell
-1,965
Closed -$213K – 269
2021
Q2 		$213K Sell
1,965
-25,261
-93% -$2.74M 0.05% 253
2021
Q1 		$2.95M Sell
27,226
-28,245
-51% -$3.09M 0.7% 28
2020
Q4 		$6.11M Buy
55,471
+1,588
+3% +$175K 1.5% 18
2020
Q3 		$5.95M Buy
+53,883
New +$5.96M 1.58% 18

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

L.J. Altfest & Co's MBB Position: Q2 2026 in Review

L.J. Altfest & Co sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 2,128 shares — an estimated $202K sold.

L.J. Altfest & Co first reported a position in MBB in Q3 2020 and held it in 17 quarters. The position peaked at $10.7M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • L.J. Altfest & Co reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 2,128 iShares MBS ETF shares in Q2 2026, an estimated $202K.
  • L.J. Altfest & Co first reported a position in iShares MBS ETF in Q3 2020 and held it in 17 quarters.
  • L.J. Altfest & Co's iShares MBS ETF position peaked at $10.7M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.