Narus Financial Partners’s iShares MBS ETF MBB Stock Holding History

Narus Financial Partners’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	$794K	Buy	8,401 +483	+6%	+$45.7K	0.2%	78
2026 Q1	$752K	Buy	7,918 +396	+5%	+$37.8K	0.2%	76
2025 Q4	$716K	Buy	7,522 +422	+6%	+$40.3K	0.2%	77
2025 Q3	$676K	Buy	7,100 +383	+6%	+$36K	0.18%	80
2025 Q2	$631K	Buy	6,717 +195	+3%	+$18.1K	0.2%	74
2025 Q1	$612K	Buy	6,522 +237	+4%	+$21.9K	0.21%	70
2024 Q4	$576K	Buy	6,285 +542	+9%	+$50.5K	0.19%	69
2024 Q3	$550K	Buy	5,743 +211	+4%	+$19.9K	0.2%	73
2024 Q2	$508K	Buy	5,532 +155	+3%	+$14.1K	0.2%	73
2024 Q1	$497K	Buy	5,377 +386	+8%	+$35.7K	0.21%	75
2023 Q4	$470K	Sell	4,991 -2,889	-37%	-$259K	0.23%	71
2023 Q3	$700K	Sell	7,880 -970	-11%	-$88.7K	0.36%	53
2023 Q2	$825K	Buy	8,850 +1,568	+22%	+$147K	0.43%	45
2023 Q1	$690K	Buy	7,282 +295	+4%	+$27.9K	0.37%	50
2022 Q4	$648K	Buy	6,987 +4,355	+165%	+$402K	0.37%	47
2022 Q3	$241K	Buy	2,632 +290	+12%	+$28.1K	0.15%	95
2022 Q2	$228K	Sell	2,342 -1,421	-38%	-$139K	0.15%	95
2022 Q1	$383K	Buy	+3,763	New	+$393K	0.21%	67
2021 Q1	$505K	Buy	+4,660	New	+$510K	0.3%	49
2017 Q1	–	Sell	-3,341	Closed	-$355K	–	75
2016 Q4	$355K	Buy	+3,341	New	+$361K	0.37%	41

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

Narus Financial Partners's MBB Position: Q2 2026 in Review

Narus Financial Partners increased its iShares MBS ETF (MBB) stake by 6.1% in Q2 2026, buying an estimated $45.7K and bringing the position to 8,401 shares worth $794K. The position accounts for 0.2% of the portfolio, ranked #78.

Narus Financial Partners first reported a position in MBB in Q4 2016 and has held it in 20 quarters since. The position peaked at $825K in Q2 2023. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Narus Financial Partners held 8,401 shares of iShares MBS ETF worth $794K as of Q2 2026.
Narus Financial Partners bought 483 iShares MBS ETF shares in Q2 2026, an estimated $45.7K.
iShares MBS ETF made up 0.2% of Narus Financial Partners's portfolio in Q2 2026, its #78 holding.
Narus Financial Partners first reported a position in iShares MBS ETF in Q4 2016 and has held it in 20 quarters since.
Narus Financial Partners's iShares MBS ETF position peaked at $825K in Q2 2023.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.