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

REAP 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	$25.4K	Buy	269 +1	+0.4%	+$95	﹤0.01%	364
2026 Q1	$25.4K	Hold	268	–	–	0.01%	348
2025 Q4	$25.5K	Sell	268 -25	-9%	-$2.38K	0.01%	362
2025 Q3	$27.9K	Sell	293 -295	-50%	-$27.7K	0.01%	326
2025 Q2	$55.2K	Hold	588	–	–	0.01%	254
2025 Q1	$55.1K	Hold	588	–	–	0.01%	206
2024 Q4	$53.9K	Sell	588 -41	-7%	-$3.82K	0.01%	198
2024 Q3	$60.3K	Sell	629 -112	-15%	-$10.6K	0.01%	189
2024 Q2	$68K	Sell	741 -1,287	-63%	-$117K	0.02%	174
2024 Q1	$187K	Sell	2,028 -103	-5%	-$9.53K	0.05%	125
2023 Q4	$200K	Buy	+2,131	New	+$191K	0.06%	132

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 22.96% 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

TWIM

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

TCIIS

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

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

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

REAP Financial Group increased its iShares MBS ETF (MBB) stake by 0.37% in Q2 2026, buying an estimated $95 and bringing the position to 269 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

REAP Financial Group first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $200K in Q4 2023. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

REAP Financial Group held 269 shares of iShares MBS ETF worth $25.4K as of Q2 2026.
REAP Financial Group bought 1 iShares MBS ETF share in Q2 2026, an estimated $95.
iShares MBS ETF made up ﹤0.01% of REAP Financial Group's portfolio in Q2 2026, its #364 holding.
REAP Financial Group first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
REAP Financial Group's iShares MBS ETF position peaked at $200K in Q4 2023.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.