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 Q3	$3.35M	Buy	37,352 +1,696	+5%	+$157K	2.06%	13
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

TME Financial's MBB Position: Q3 2026 in Review

TME Financial increased its iShares MBS ETF (MBB) stake by 4.8% in Q3 2026, buying an estimated $157K and bringing the position to 37,352 shares worth $3.35M. The position accounts for 2.06% of the portfolio, ranked #13.

TME Financial first reported a position in MBB in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.58M in Q4 2025. 761 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

TME Financial held 37,352 shares of iShares MBS ETF worth $3.35M as of Q3 2026.
TME Financial bought 1,696 iShares MBS ETF shares in Q3 2026, an estimated $157K.
iShares MBS ETF made up 2.06% of TME Financial's portfolio in Q3 2026, its #13 holding.
TME Financial first reported a position in iShares MBS ETF in Q4 2024 and has held it in 8 quarters since.
TME Financial's iShares MBS ETF position peaked at $3.58M in Q4 2025.
761 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on TME Financial's 13F filing for Q3 2026, filed 14 Oct 2026.