Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares MBS ETF MBB Stock Holding History

Legacy Financial Group (Iowa)’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 		$6.95M Buy
73,512
+9,614
+15% +$909K 0.78% 34
2026
Q1 		$6.07M Buy
63,898
+2,962
+5% +$283K 0.76% 34
2025
Q4 		$5.8M Buy
60,936
+1,224
+2% +$117K 0.72% 35
2025
Q3 		$5.68M Buy
59,712
+5,078
+9% +$477K 0.74% 33
2025
Q2 		$5.13M Buy
54,634
+2,967
+6% +$275K 0.72% 34
2025
Q1 		$4.85M Sell
51,667
-13,689
-21% -$1.27M 0.75% 28
2024
Q4 		$5.99M Buy
65,356
+7,009
+12% +$653K 0.97% 25
2024
Q3 		$5.59M Buy
58,347
+2,196
+4% +$208K 1.08% 27
2024
Q2 		$5.16M Sell
56,151
-540
-1% -$49.2K 1.01% 27
2024
Q1 		$5.24M Buy
56,691
+53,984
+1,994% +$4.99M 1.06% 24
2023
Q4 		$255K Sell
2,707
-50,120
-95% -$4.5M 1.16% 24
2023
Q3 		$4.69M Sell
52,827
-8,948
-14% -$818K 1.1% 20
2023
Q2 		$5.76M Buy
61,775
+27,324
+79% +$2.57M 1.48% 19
2023
Q1 		$3.26M Buy
+34,451
New +$3.25M 0.89% 23

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

Legacy Financial Group (Iowa)'s MBB Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its iShares MBS ETF (MBB) stake by 15% in Q2 2026, buying an estimated $909K and bringing the position to 73,512 shares worth $6.95M. The position accounts for 0.78% of the portfolio, ranked #34.

Legacy Financial Group (Iowa) first reported a position in MBB in Q1 2023 and has held it in 14 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Legacy Financial Group (Iowa) held 73,512 shares of iShares MBS ETF worth $6.95M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 9,614 iShares MBS ETF shares in Q2 2026, an estimated $909K.
  • iShares MBS ETF made up 0.78% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #34 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares MBS ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.