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

Victory 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 Q3	$219K	Sell	2,443 -1,117	-31%	-$104K	0.02%	406
2026 Q2	$337K	Sell	3,560 -6	-0.2%	-$567	0.04%	266
2026 Q1	$339K	Buy	3,566 +446	+14%	+$42.6K	0.04%	243
2025 Q4	$297K	Buy	+3,120	New	+$298K	0.04%	237
2025 Q3	–	Sell	-6,274	Closed	-$589K	–	264
2025 Q2	$589K	Buy	6,274 +65	+1%	+$6.02K	0.09%	110
2025 Q1	$582K	Buy	6,209 +2,173	+54%	+$201K	0.11%	96
2024 Q4	$370K	Buy	+4,036	New	+$376K	0.1%	100
2024 Q1	–	Sell	-4,087	Closed	-$385K	–	66
2023 Q4	$385K	Buy	+4,087	New	+$367K	0.26%	42

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Victory Financial Group's MBB Position: Q3 2026 in Review

Victory Financial Group reduced its iShares MBS ETF (MBB) stake by 31% in Q3 2026, selling an estimated $104K and leaving 2,443 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #406.

Victory Financial Group first reported a position in MBB in Q4 2023 and has held it in 8 quarters since. The position peaked at $589K in Q2 2025. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Victory Financial Group held 2,443 shares of iShares MBS ETF worth $219K as of Q3 2026.
Victory Financial Group sold 1,117 iShares MBS ETF shares in Q3 2026, an estimated $104K.
iShares MBS ETF made up 0.02% of Victory Financial Group's portfolio in Q3 2026, its #406 holding.
Victory Financial Group first reported a position in iShares MBS ETF in Q4 2023 and has held it in 8 quarters since.
Victory Financial Group's iShares MBS ETF position peaked at $589K in Q2 2025.
820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Victory Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.