RFG
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Range Financial Group’s iShares MBS ETF MBB Stock Holding History

Range 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
Q2 		$3.74M Buy
39,602
+2,621
+7% +$248K 1.02% 26
2026
Q1 		$3.51M Buy
36,981
+2,331
+7% +$223K 1.18% 23
2025
Q4 		$3.3M Buy
34,650
+19,824
+134% +$1.89M 1.14% 26
2025
Q3 		$1.41M Buy
14,826
+1,368
+10% +$129K 0.51% 63
2025
Q2 		$1.26M Buy
13,458
+2,370
+21% +$220K 0.5% 69
2025
Q1 		$1.04M Buy
11,088
+107
+1% +$9.9K 0.46% 71
2024
Q4 		$1.01M Buy
+10,981
New +$1.02M 0.46% 68
2024
Q3 		– Sell
-9,912
Closed -$910K – 130
2024
Q2 		$910K Buy
9,912
+706
+8% +$64.3K 0.47% 72
2024
Q1 		$851K Buy
9,206
+712
+8% +$65.9K 0.44% 75
2023
Q4 		$799K Buy
8,494
+176
+2% +$15.8K 0.48% 69
2023
Q3 		$739K Sell
8,318
-92
-1% -$8.41K 0.49% 70
2023
Q2 		$784K Sell
8,410
-4,069
-33% -$383K 0.5% 72
2023
Q1 		$1.18M Buy
12,479
+2,451
+24% +$231K 0.77% 47
2022
Q4 		$930K Sell
10,028
-1,384
-12% -$128K 0.63% 60
2022
Q3 		$1.04M Sell
11,412
-1,559
-12% -$151K 0.81% 47
2022
Q2 		$1.26M Sell
12,971
-9,530
-42% -$935K 0.92% 37
2022
Q1 		$2.29M Sell
22,501
-723
-3% -$75.5K 1.46% 8
2021
Q4 		$2.5M Buy
23,224
+1,325
+6% +$143K 1.64% 7
2021
Q3 		$2.37M Buy
21,899
+2,180
+11% +$236K 1.7% 8
2021
Q2 		$2.13M Buy
19,719
+2,737
+16% +$297K 1.58% 9
2021
Q1 		$1.84M Buy
+16,982
New +$1.86M 1.68% 9

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Range Financial Group's MBB Position: Q2 2026 in Review

Range Financial Group increased its iShares MBS ETF (MBB) stake by 7.1% in Q2 2026, buying an estimated $248K and bringing the position to 39,602 shares worth $3.74M. The position accounts for 1.02% of the portfolio, ranked #26.

Range Financial Group first reported a position in MBB in Q1 2021 and has held it in 21 quarters since. 187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Range Financial Group held 39,602 shares of iShares MBS ETF worth $3.74M as of Q2 2026.
  • Range Financial Group bought 2,621 iShares MBS ETF shares in Q2 2026, an estimated $248K.
  • iShares MBS ETF made up 1.02% of Range Financial Group's portfolio in Q2 2026, its #26 holding.
  • Range Financial Group first reported a position in iShares MBS ETF in Q1 2021 and has held it in 21 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.