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

Team 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 		– Sell
-33
Closed -$3.15K – 172
2026
Q1 		$3.15K Hold
33
– – ﹤0.01% 243
2025
Q4 		$3.13K Buy
33
+1
+3% +$95 ﹤0.01% 231
2025
Q3 		$3.09K Hold
32
– – ﹤0.01% 226
2025
Q2 		$3.02K Buy
+32
New +$2.96K ﹤0.01% 219

Other funds holding MBB

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

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

Team Financial Group sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 33 shares — an estimated $3.15K sold.

Team Financial Group first reported a position in MBB in Q2 2025 and held it in 4 quarters. The position peaked at $3.15K in Q1 2026. 336 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Team Financial Group reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 33 iShares MBS ETF shares in Q2 2026, an estimated $3.15K.
  • Team Financial Group first reported a position in iShares MBS ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's iShares MBS ETF position peaked at $3.15K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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