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

Pacific 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
Q1 		$1.03M Sell
10,877
-259
-2% -$24.7K 0.56% 41
2025
Q4 		$1.06M Buy
11,136
+2,594
+30% +$247K 0.59% 39
2025
Q3 		$813K Buy
8,542
+614
+8% +$57.7K 0.6% 37
2025
Q2 		$744K Sell
7,928
-1,913
-19% -$177K 0.58% 34
2025
Q1 		$923K Buy
9,841
+389
+4% +$36K 0.74% 28
2024
Q4 		$867K Buy
9,452
+213
+2% +$19.8K 0.64% 36
2024
Q3 		$885K Sell
9,239
-365
-4% -$34.5K 0.65% 35
2024
Q2 		$882K Buy
9,604
+46
+0.5% +$4.19K 0.62% 36
2024
Q1 		$883K Buy
9,558
+453
+5% +$41.9K 0.61% 36
2023
Q4 		$857K Buy
9,105
+211
+2% +$18.9K 0.64% 36
2023
Q3 		$790K Buy
8,894
+244
+3% +$22.3K 0.51% 40
2023
Q2 		$807K Buy
8,650
+1,648
+24% +$155K 0.53% 36
2023
Q1 		$663K Buy
7,002
+79
+1% +$7.46K 0.5% 35
2022
Q4 		$642K Buy
6,923
+21
+0.3% +$1.94K 0.48% 35
2022
Q3 		$632K Sell
6,902
-402
-6% -$39K 0.57% 35
2022
Q2 		$712K Sell
7,304
-30
-0.4% -$2.94K 0.53% 39
2022
Q1 		$747K Buy
7,334
+648
+10% +$67.6K 0.49% 42
2021
Q4 		$711K Buy
6,686
+293
+5% +$31.5K 0.47% 42
2021
Q3 		$691K Buy
6,393
+506
+9% +$54.9K 0.49% 44
2021
Q2 		$637K Buy
5,887
+1,727
+42% +$187K 0.44% 48
2021
Q1 		$451K Buy
4,160
+386
+10% +$42.3K 0.36% 44
2020
Q4 		$416K Buy
3,774
+1,716
+83% +$189K 0.37% 44
2020
Q3 		$227K Buy
+2,058
New +$228K 0.18% 57

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Pacific Financial Group's MBB Position: Q1 2026 in Review

Pacific Financial Group reduced its iShares MBS ETF (MBB) stake by 2.3% in Q1 2026, selling an estimated $24.7K and leaving 10,877 shares worth $1.03M. The position accounts for 0.56% of the portfolio, ranked #41.

Pacific Financial Group first reported a position in MBB in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.06M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Pacific Financial Group held 10,877 shares of iShares MBS ETF worth $1.03M as of Q1 2026.
  • Pacific Financial Group sold 259 iShares MBS ETF shares in Q1 2026, an estimated $24.7K.
  • iShares MBS ETF made up 0.56% of Pacific Financial Group's portfolio in Q1 2026, its #41 holding.
  • Pacific Financial Group first reported a position in iShares MBS ETF in Q3 2020 and has held it in 23 quarters since.
  • Pacific Financial Group's iShares MBS ETF position peaked at $1.06M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.