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PFG Investments’s iShares MBS ETF MBB Stock Holding History

PFG Investments’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 		$838K Buy
8,871
+159
+2% +$15K 0.03% 452
2026
Q1 		$827K Sell
8,712
-3,570
-29% -$341K 0.04% 412
2025
Q4 		$1.17M Buy
12,282
+3,200
+35% +$305K 0.06% 310
2025
Q3 		$864K Sell
9,082
-2,795
-24% -$263K 0.04% 374
2025
Q2 		$1.12M Buy
11,877
+4,071
+52% +$377K 0.07% 277
2025
Q1 		$732K Buy
7,806
+21
+0.3% +$1.94K 0.05% 375
2024
Q4 		$714K Sell
7,785
-4,107
-35% -$382K 0.04% 375
2024
Q3 		$1.14M Buy
+11,892
New +$1.12M 0.07% 260

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

PFG Investments's MBB Position: Q2 2026 in Review

PFG Investments increased its iShares MBS ETF (MBB) stake by 1.8% in Q2 2026, buying an estimated $15K and bringing the position to 8,871 shares worth $838K. The position accounts for 0.03% of the portfolio, ranked #452.

PFG Investments first reported a position in MBB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • PFG Investments held 8,871 shares of iShares MBS ETF worth $838K as of Q2 2026.
  • PFG Investments bought 159 iShares MBS ETF shares in Q2 2026, an estimated $15K.
  • iShares MBS ETF made up 0.03% of PFG Investments's portfolio in Q2 2026, its #452 holding.
  • PFG Investments first reported a position in iShares MBS ETF in Q3 2024 and has held it in 8 quarters since.
  • PFG Investments's iShares MBS ETF position peaked at $1.17M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.