S
MBB icon

Sachetta’s iShares MBS ETF MBB Stock Holding History

Sachetta’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 		$3.81M Buy
40,261
+4,329
+12% +$409K 1.85% 10
2026
Q1 		$3.41M Buy
35,932
+397
+1% +$37.9K 1.85% 10
2025
Q4 		$3.38M Buy
35,535
+1,793
+5% +$171K 1.85% 10
2025
Q3 		$3.21M Sell
33,742
-1,130
-3% -$106K 1.2% 14
2025
Q2 		$3.27M Sell
34,872
-1,529
-4% -$142K 1.29% 13
2025
Q1 		$3.41M Buy
36,401
+2,090
+6% +$193K 1.4% 15
2024
Q4 		$3.15M Buy
34,311
+2,689
+9% +$250K 1.24% 17
2024
Q3 		$3.03M Sell
31,622
-1,655
-5% -$156K 1.2% 15
2024
Q2 		$3.11M Sell
33,277
-4,531
-12% -$413K 1.35% 13
2024
Q1 		$3.56M Hold
37,808
– – 1.69% 12
2023
Q4 		$3.56M Buy
+37,808
New +$3.39M 1.69% 12

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Sachetta's MBB Position: Q2 2026 in Review

Sachetta increased its iShares MBS ETF (MBB) stake by 12% in Q2 2026, buying an estimated $409K and bringing the position to 40,261 shares worth $3.81M. The position accounts for 1.85% of the portfolio, ranked #10.

Sachetta first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Sachetta held 40,261 shares of iShares MBS ETF worth $3.81M as of Q2 2026.
  • Sachetta bought 4,329 iShares MBS ETF shares in Q2 2026, an estimated $409K.
  • iShares MBS ETF made up 1.85% of Sachetta's portfolio in Q2 2026, its #10 holding.
  • Sachetta first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.