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Sharkey, Howes & Javer’s iShares MBS ETF MBB Stock Holding History

Sharkey, Howes & Javer’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 		$20.3M Buy
215,214
+11,031
+5% +$1.04M 2.45% 10
2026
Q1 		$19.4M Buy
204,183
+7,626
+4% +$729K 2.61% 11
2025
Q4 		$18.7M Buy
196,557
+9,919
+5% +$946K 2.38% 13
2025
Q3 		$17.8M Buy
186,638
+7,539
+4% +$708K 2.28% 12
2025
Q2 		$16.8M Buy
179,099
+6,962
+4% +$645K 2.25% 9
2025
Q1 		$16.1M Sell
172,137
-23,294
-12% -$2.15M 2.31% 9
2024
Q4 		$17.9M Buy
195,431
+6,838
+4% +$637K 2.52% 10
2024
Q3 		$18.1M Buy
188,593
+11,959
+7% +$1.13M 2.57% 10
2024
Q2 		$16.2M Buy
176,634
+8,800
+5% +$801K 2.62% 8
2024
Q1 		$15.5M Buy
167,834
+10,594
+7% +$980K 2.54% 6
2023
Q4 		$14.8M Buy
157,240
+9,171
+6% +$823K 2.61% 8
2023
Q3 		$13.1M Sell
148,069
-28,404
-16% -$2.6M 2.52% 8
2023
Q2 		$16.5M Buy
176,473
+15,891
+10% +$1.49M 3.12% 9
2023
Q1 		$15.2M Buy
160,582
+32,360
+25% +$3.06M 3.26% 9
2022
Q4 		$11.9M Buy
128,222
+101,924
+388% +$9.4M 2.73% 8
2022
Q3 		$2.41M Buy
26,298
+3,024
+13% +$293K 0.52% 35
2022
Q2 		$2.27M Buy
23,274
+1,969
+9% +$193K 0.55% 31
2022
Q1 		$2.17M Sell
21,305
-679
-3% -$70.9K 0.5% 32
2021
Q4 		$2.36M Buy
21,984
+851
+4% +$91.6K 0.53% 32
2021
Q3 		$2.29M Buy
21,133
+5,144
+32% +$558K 0.59% 29
2021
Q2 		$1.73M Buy
15,989
+1,146
+8% +$124K 0.46% 32
2021
Q1 		$1.61M Sell
14,843
-37,453
-72% -$4.1M 0.5% 31
2020
Q4 		$5.76M Buy
+52,296
New +$5.76M 1.92% 16
2020
Q2 		– Sell
-42,865
Closed -$4.73M – 70
2020
Q1 		$4.73M Sell
42,865
-3,210
-7% -$349K 2.47% 12
2019
Q4 		$4.98M Buy
46,075
+3,094
+7% +$334K 2.11% 15
2019
Q3 		$4.66M Buy
+42,981
New +$4.64M 2.01% 17

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

Sharkey, Howes & Javer's MBB Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares MBS ETF (MBB) stake by 5.4% in Q2 2026, buying an estimated $1.04M and bringing the position to 215,214 shares worth $20.3M. The position accounts for 2.45% of the portfolio, ranked #10.

Sharkey, Howes & Javer first reported a position in MBB in Q3 2019 and has held it in 26 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Sharkey, Howes & Javer held 215,214 shares of iShares MBS ETF worth $20.3M as of Q2 2026.
  • Sharkey, Howes & Javer bought 11,031 iShares MBS ETF shares in Q2 2026, an estimated $1.04M.
  • iShares MBS ETF made up 2.45% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #10 holding.
  • Sharkey, Howes & Javer first reported a position in iShares MBS ETF in Q3 2019 and has held it in 26 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.