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United Financial Planning Group’s iShares MBS ETF MBB Stock Holding History

United Financial Planning 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 		$8.31K Sell
88
-7
-7% -$662 ﹤0.01% 279
2026
Q1 		$9.02K Sell
95
-54
-36% -$5.16K 0.01% 229
2025
Q4 		$14.2K Sell
149
-56
-27% -$5.34K 0.01% 171
2025
Q3 		$16.1K Buy
+205
New +$19.3K 0.01% 132

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

United Financial Planning Group's MBB Position: Q2 2026 in Review

United Financial Planning Group reduced its iShares MBS ETF (MBB) stake by 7.4% in Q2 2026, selling an estimated $662 and leaving 88 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

United Financial Planning Group first reported a position in MBB in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.1K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • United Financial Planning Group held 88 shares of iShares MBS ETF worth $8.31K as of Q2 2026.
  • United Financial Planning Group sold 7 iShares MBS ETF shares in Q2 2026, an estimated $662.
  • iShares MBS ETF made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #279 holding.
  • United Financial Planning Group first reported a position in iShares MBS ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's iShares MBS ETF position peaked at $16.1K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.