POM Investment Strategies’s iShares MBS ETF MBB Stock Holding History

POM Investment Strategies’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	–	Sell	-70	Closed	-$6.65K	–	413
2026 Q1	$6.65K	Buy	70 +39	+126%	+$3.73K	0.01%	238
2025 Q4	$2.95K	Buy	+31	New	+$2.96K	﹤0.01%	252
2024 Q4	–	Sell	-2	Closed	-$192	–	366
2024 Q3	$192	Buy	+2	New	+$189	﹤0.01%	300

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 22.9% 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

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

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

POM Investment Strategies's MBB Position: Q2 2026 in Review

POM Investment Strategies sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 70 shares — an estimated $6.65K sold.

POM Investment Strategies first reported a position in MBB in Q3 2024 and held it in 3 quarters. The position peaked at $6.65K in Q1 2026. 1,029 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

POM Investment Strategies reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
POM Investment Strategies sold 70 iShares MBS ETF shares in Q2 2026, an estimated $6.65K.
POM Investment Strategies first reported a position in iShares MBS ETF in Q3 2024 and held it in 3 quarters.
POM Investment Strategies's iShares MBS ETF position peaked at $6.65K in Q1 2026.
1,029 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.