1900 Wealth Management’s iShares MBS ETF MBB Stock Holding History

1900 Wealth Management’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	$433K	Sell	4,832 -582	-11%	-$54K	0.02%	228
2026 Q2	$512K	Buy	5,414 +207	+4%	+$19.6K	0.03%	177
2026 Q1	$494K	Hold	5,207	–	–	0.03%	167
2025 Q4	$496K	Hold	5,207	–	–	0.03%	163
2025 Q3	$495K	Sell	5,207 -22	-0.4%	-$2.07K	0.03%	157
2025 Q2	$491K	Sell	5,229 -40	-0.8%	-$3.71K	0.04%	148
2025 Q1	$494K	Sell	5,269 -269	-5%	-$24.9K	0.04%	142
2024 Q4	$508K	Sell	5,538 -618	-10%	-$57.5K	0.04%	142
2024 Q3	$590K	Sell	6,156 -724	-11%	-$68.4K	0.05%	131
2024 Q2	$632K	Sell	6,880 -1,918	-22%	-$175K	0.06%	125
2024 Q1	$813K	Sell	8,798 -7,675	-47%	-$710K	0.07%	117
2023 Q4	$1.55M	Sell	16,473 -8,119	-33%	-$728K	0.14%	105
2023 Q3	$2.18M	Sell	24,592 -17,834	-42%	-$1.63M	0.22%	87
2023 Q2	$3.96M	Sell	42,426 -7,193	-14%	-$677K	0.41%	54
2023 Q1	$4.6M	Hold	49,619	–	–	0.49%	52
2022 Q4	$4.6M	Sell	49,619 -2,848	-5%	-$263K	0.5%	52
2022 Q3	$4.8M	Sell	52,467 -2,416	-4%	-$234K	0.56%	46
2022 Q2	$5.35M	Sell	54,883 -8,280	-13%	-$812K	0.58%	41
2022 Q1	$6.43M	Sell	63,163 -15,864	-20%	-$1.66M	0.61%	38
2021 Q4	$8.49M	Sell	79,027 -46,396	-37%	-$4.99M	0.77%	32
2021 Q3	$13.6M	Buy	125,423 +9,079	+8%	+$985K	1.32%	19
2021 Q2	$12.6M	Sell	116,344 -4,100	-3%	-$445K	1.2%	20
2021 Q1	$13.1M	Buy	120,444 +59,422	+97%	+$6.51M	0.99%	19
2020 Q4	$6.72M	Buy	+61,022	New	+$6.72M	0.79%	30

Other funds holding MBB

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

1900 Wealth Management's MBB Position: Q3 2026 in Review

1900 Wealth Management reduced its iShares MBS ETF (MBB) stake by 11% in Q3 2026, selling an estimated $54K and leaving 4,832 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #228.

1900 Wealth Management first reported a position in MBB in Q4 2020 and has held it in 24 quarters since. The position peaked at $13.6M in Q3 2021. 84 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

1900 Wealth Management held 4,832 shares of iShares MBS ETF worth $433K as of Q3 2026.
1900 Wealth Management sold 582 iShares MBS ETF shares in Q3 2026, an estimated $54K.
iShares MBS ETF made up 0.02% of 1900 Wealth Management's portfolio in Q3 2026, its #228 holding.
1900 Wealth Management first reported a position in iShares MBS ETF in Q4 2020 and has held it in 24 quarters since.
1900 Wealth Management's iShares MBS ETF position peaked at $13.6M in Q3 2021.
84 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.