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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Victory Financial Group's MBB Position: Q2 2026 in Review

Victory Financial Group reduced its iShares MBS ETF (MBB) stake by 0.17% in Q2 2026, selling an estimated $567 and leaving 3,560 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #266.

Victory Financial Group first reported a position in MBB in Q4 2023 and has held it in 7 quarters since. The position peaked at $589K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Victory Financial Group held 3,560 shares of iShares MBS ETF worth $337K as of Q2 2026.
Victory Financial Group sold 6 iShares MBS ETF shares in Q2 2026, an estimated $567.
iShares MBS ETF made up 0.04% of Victory Financial Group's portfolio in Q2 2026, its #266 holding.
Victory Financial Group first reported a position in iShares MBS ETF in Q4 2023 and has held it in 7 quarters since.
Victory Financial Group's iShares MBS ETF position peaked at $589K in Q2 2025.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.