STACKSTONE WEALTH, LLC’s iShares MBS ETF MBB Stock Holding History

STACKSTONE WEALTH, LLC’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	$275K	Buy	+3,065	New	+$284K	0.03%	294

Other funds holding MBB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 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

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

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

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

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

STACKSTONE WEALTH, LLC's MBB Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares MBS ETF (MBB) in Q3 2026: 3,065 shares worth $275K. The stake represents 0.03% of the portfolio and ranks #294 among its holdings.

199 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

STACKSTONE WEALTH, LLC held 3,065 shares of iShares MBS ETF worth $275K as of Q3 2026.
iShares MBS ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares MBS ETF made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #294 holding.
199 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.