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

Magnus 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	–	Sell	-2,125	Closed	-$202K	–	407
2026 Q1	$202K	Sell	2,125 -6,988	-77%	-$668K	0.02%	364
2025 Q4	$868K	Sell	9,113 -3,555	-28%	-$339K	0.07%	186
2025 Q3	$1.21M	Sell	12,668 -548	-4%	-$51.5K	0.1%	156
2025 Q2	$1.24M	Sell	13,216 -777	-6%	-$72K	0.11%	142
2025 Q1	$1.31M	Sell	13,993 -804	-5%	-$74.4K	0.13%	128
2024 Q4	$1.36M	Buy	14,797 +3,749	+34%	+$349K	0.13%	122
2024 Q3	$1.06M	Buy	11,048 +3,904	+55%	+$369K	0.11%	146
2024 Q2	$656K	Buy	7,144 +743	+12%	+$67.7K	0.07%	170
2024 Q1	$592K	Buy	6,401 +972	+18%	+$89.9K	0.07%	171
2023 Q4	$511K	Buy	+5,429	New	+$487K	0.07%	173

Other funds holding MBB

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

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 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 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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

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

Magnus Financial Group sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 2,125 shares — an estimated $202K sold.

Magnus Financial Group first reported a position in MBB in Q4 2023 and held it in 10 quarters. The position peaked at $1.36M in Q4 2024. 317 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Magnus Financial Group reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
Magnus Financial Group sold 2,125 iShares MBS ETF shares in Q2 2026, an estimated $202K.
Magnus Financial Group first reported a position in iShares MBS ETF in Q4 2023 and held it in 10 quarters.
Magnus Financial Group's iShares MBS ETF position peaked at $1.36M in Q4 2024.
317 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.