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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Victory Financial Group's MBB Position: Q1 2026 in Review

Victory Financial Group increased its iShares MBS ETF (MBB) stake by 14% in Q1 2026, buying an estimated $42.6K and bringing the position to 3,566 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #243.

Victory Financial Group first reported a position in MBB in Q4 2023 and has held it in 6 quarters since. The position peaked at $589K in Q2 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Victory Financial Group held 3,566 shares of iShares MBS ETF worth $339K as of Q1 2026.
Victory Financial Group bought 446 iShares MBS ETF shares in Q1 2026, an estimated $42.6K.
iShares MBS ETF made up 0.04% of Victory Financial Group's portfolio in Q1 2026, its #243 holding.
Victory Financial Group first reported a position in iShares MBS ETF in Q4 2023 and has held it in 6 quarters since.
Victory Financial Group's iShares MBS ETF position peaked at $589K in Q2 2025.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.