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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

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

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. 1,026 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.
  • 1,026 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.