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Sharper & Granite’s iShares MBS ETF MBB Stock Holding History

Sharper & Granite’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 		$298K Sell
3,155
-5
-0.2% -$473 0.09% 96
2026
Q1 		$300K Hold
3,160
– – 0.1% 91
2025
Q4 		$301K Buy
+3,160
New +$301K 0.11% 95

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

Sharper & Granite's MBB Position: Q2 2026 in Review

Sharper & Granite reduced its iShares MBS ETF (MBB) stake by 0.16% in Q2 2026, selling an estimated $473 and leaving 3,155 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #96.

Sharper & Granite first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $301K in Q4 2025. 187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Sharper & Granite held 3,155 shares of iShares MBS ETF worth $298K as of Q2 2026.
  • Sharper & Granite sold 5 iShares MBS ETF shares in Q2 2026, an estimated $473.
  • iShares MBS ETF made up 0.09% of Sharper & Granite's portfolio in Q2 2026, its #96 holding.
  • Sharper & Granite first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Sharper & Granite's iShares MBS ETF position peaked at $301K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.