Main Street Financial Solutions’s iShares MBS ETF MBB Stock Holding History

Main Street Financial Solutions’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	$513K	Buy	5,422 +2,959	+120%	+$280K	0.03%	358
2026 Q1	$234K	Buy	2,463 +36	+1%	+$3.44K	0.02%	499
2025 Q4	$231K	Sell	2,427 -1,010	-29%	-$96.3K	0.02%	492
2025 Q3	$327K	Buy	+3,437	New	+$323K	0.02%	479
2025 Q1	–	Sell	-2,460	Closed	-$226K	–	542
2024 Q4	$226K	Buy	+2,460	New	+$229K	0.02%	442
2024 Q3	–	Sell	-3,452	Closed	-$317K	–	560
2024 Q2	$317K	Sell	3,452 -2,230	-39%	-$203K	0.03%	417
2024 Q1	$525K	Buy	5,682 +2,130	+60%	+$197K	0.06%	300
2023 Q4	$334K	Sell	3,552 -2,633	-43%	-$236K	0.04%	343
2023 Q3	$549K	Buy	6,185 +1,351	+28%	+$123K	0.08%	237
2023 Q2	$451K	Buy	4,834 +7	+0.1%	+$658	0.06%	277
2023 Q1	$457K	Buy	4,827 +5	+0.1%	+$472	0.07%	265
2022 Q4	$447K	Buy	4,822 +36	+0.8%	+$3.32K	0.07%	259
2022 Q3	$438K	Hold	4,786	–	–	0.07%	259
2022 Q2	$467K	Sell	4,786 -95	-2%	-$9.32K	0.06%	256
2022 Q1	$497K	Sell	4,881 -285	-6%	-$29.7K	0.07%	255
2021 Q4	$555K	Sell	5,166 -867	-14%	-$93.3K	0.08%	251
2021 Q3	$652K	Buy	6,033 +3,736	+163%	+$405K	0.1%	206
2021 Q2	$249K	Buy	2,297 +158	+7%	+$17.1K	0.04%	388
2021 Q1	$232K	Hold	2,139	–	–	0.04%	383
2020 Q4	$236K	Buy	+2,139	New	+$236K	0.05%	340

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Main Street Financial Solutions's MBB Position: Q2 2026 in Review

Main Street Financial Solutions increased its iShares MBS ETF (MBB) stake by 120% in Q2 2026, buying an estimated $280K and bringing the position to 5,422 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #358.

Main Street Financial Solutions first reported a position in MBB in Q4 2020 and has held it in 20 quarters since. The position peaked at $652K in Q3 2021. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Main Street Financial Solutions held 5,422 shares of iShares MBS ETF worth $513K as of Q2 2026.
Main Street Financial Solutions bought 2,959 iShares MBS ETF shares in Q2 2026, an estimated $280K.
iShares MBS ETF made up 0.03% of Main Street Financial Solutions's portfolio in Q2 2026, its #358 holding.
Main Street Financial Solutions first reported a position in iShares MBS ETF in Q4 2020 and has held it in 20 quarters since.
Main Street Financial Solutions's iShares MBS ETF position peaked at $652K in Q3 2021.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.