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TME Financial’s iShares MBS ETF MBB Stock Holding History

TME Financial’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 		$3.37M Buy
35,656
+308
+0.9% +$29.1K 2.08% 14
2026
Q1 		$3.36M Sell
35,348
-2,259
-6% -$216K 2.33% 15
2025
Q4 		$3.58M Buy
37,607
+3,858
+11% +$368K 2.52% 15
2025
Q3 		$3.21M Buy
33,749
+1,471
+5% +$138K 2.41% 14
2025
Q2 		$3.03M Buy
32,278
+7,369
+30% +$683K 2.45% 14
2025
Q1 		$2.34M Sell
24,909
-2,920
-10% -$270K 2.03% 15
2024
Q4 		$2.67M Buy
+27,829
New +$2.59M 2.49% 14

Other funds holding MBB

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

TME Financial's MBB Position: Q2 2026 in Review

TME Financial increased its iShares MBS ETF (MBB) stake by 0.87% in Q2 2026, buying an estimated $29.1K and bringing the position to 35,656 shares worth $3.37M. The position accounts for 2.08% of the portfolio, ranked #14.

TME Financial first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.58M in Q4 2025. 312 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • TME Financial held 35,656 shares of iShares MBS ETF worth $3.37M as of Q2 2026.
  • TME Financial bought 308 iShares MBS ETF shares in Q2 2026, an estimated $29.1K.
  • iShares MBS ETF made up 2.08% of TME Financial's portfolio in Q2 2026, its #14 holding.
  • TME Financial first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • TME Financial's iShares MBS ETF position peaked at $3.58M in Q4 2025.
  • 312 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.