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USA Financial Formulas’s iShares MBS ETF MBB Stock Holding History

USA Financial Formulas’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 		$3.31K Buy
35
+15
+75% +$1.42K ﹤0.01% 367
2026
Q1 		$1.9K Buy
+20
New +$1.91K ﹤0.01% 326
2015
Q3 		– Sell
-2,330
Closed -$253K – 159
2015
Q2 		$253K Buy
+2,330
New +$255K 0.08% 186

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

USA Financial Formulas's MBB Position: Q2 2026 in Review

USA Financial Formulas increased its iShares MBS ETF (MBB) stake by 75% in Q2 2026, buying an estimated $1.42K and bringing the position to 35 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

USA Financial Formulas first reported a position in MBB in Q2 2015 and has held it in 3 quarters since. The position peaked at $253K in Q2 2015. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • USA Financial Formulas held 35 shares of iShares MBS ETF worth $3.31K as of Q2 2026.
  • USA Financial Formulas bought 15 iShares MBS ETF shares in Q2 2026, an estimated $1.42K.
  • iShares MBS ETF made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #367 holding.
  • USA Financial Formulas first reported a position in iShares MBS ETF in Q2 2015 and has held it in 3 quarters since.
  • USA Financial Formulas's iShares MBS ETF position peaked at $253K in Q2 2015.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.