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

Sovereign 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 		$696K Buy
7,364
+1,589
+28% +$150K 0.11% 173
2026
Q1 		$548K Sell
5,775
-1,229
-18% -$117K 0.1% 191
2025
Q4 		$667K Sell
7,004
-554
-7% -$52.8K 0.11% 154
2025
Q3 		$719K Buy
7,558
+169
+2% +$15.9K 0.13% 139
2025
Q2 		$694K Sell
7,389
-79
-1% -$7.32K 0.14% 130
2025
Q1 		$700K Sell
7,468
-2,643
-26% -$244K 0.16% 116
2024
Q4 		$927K Buy
10,111
+1,894
+23% +$176K 0.21% 88
2024
Q3 		$787K Sell
8,217
-201
-2% -$19K 0.18% 109
2024
Q2 		$773K Buy
8,418
+1,295
+18% +$118K 0.19% 105
2024
Q1 		$658K Buy
7,123
+303
+4% +$28K 0.17% 117
2023
Q4 		$642K Buy
6,820
+1,210
+22% +$109K 0.2% 101
2023
Q3 		$498K Sell
5,610
-2,827
-34% -$258K 0.18% 123
2023
Q2 		$787K Sell
8,437
-361
-4% -$34K 0.26% 93
2023
Q1 		$833K Buy
8,798
+1,625
+23% +$153K 0.31% 83
2022
Q4 		$665K Buy
+7,173
New +$662K 0.26% 97

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

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

Sovereign Financial Group increased its iShares MBS ETF (MBB) stake by 28% in Q2 2026, buying an estimated $150K and bringing the position to 7,364 shares worth $696K. The position accounts for 0.11% of the portfolio, ranked #173.

Sovereign Financial Group first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $927K in Q4 2024. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Sovereign Financial Group held 7,364 shares of iShares MBS ETF worth $696K as of Q2 2026.
  • Sovereign Financial Group bought 1,589 iShares MBS ETF shares in Q2 2026, an estimated $150K.
  • iShares MBS ETF made up 0.11% of Sovereign Financial Group's portfolio in Q2 2026, its #173 holding.
  • Sovereign Financial Group first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
  • Sovereign Financial Group's iShares MBS ETF position peaked at $927K in Q4 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.