MAFA
MBB icon

MJT & Associates Financial Advisory’s iShares MBS ETF MBB Stock Holding History

MJT & Associates Financial Advisory’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 		$3.69K Sell
39
-9
-19% -$851 ﹤0.01% 318
2026
Q1 		$4.56K Hold
48
– – ﹤0.01% 276
2025
Q4 		$4.57K Sell
48
-86
-64% -$8.2K ﹤0.01% 290
2025
Q3 		$12.8K Sell
134
-5,951
-98% -$559K 0.01% 168
2025
Q2 		$571K Sell
6,085
-84
-1% -$7.78K 0.71% 16
2025
Q1 		$579K Buy
+6,169
New +$571K 0.56% 19

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

MJT & Associates Financial Advisory's MBB Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its iShares MBS ETF (MBB) stake by 19% in Q2 2026, selling an estimated $851 and leaving 39 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

MJT & Associates Financial Advisory first reported a position in MBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $579K in Q1 2025. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • MJT & Associates Financial Advisory held 39 shares of iShares MBS ETF worth $3.69K as of Q2 2026.
  • MJT & Associates Financial Advisory sold 9 iShares MBS ETF shares in Q2 2026, an estimated $851.
  • iShares MBS ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #318 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares MBS ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's iShares MBS ETF position peaked at $579K in Q1 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.