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Advus Financial Partners’s iShares MBS ETF MBB Stock Holding History

Advus Financial Partners’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 		$5.17M Buy
57,684
+3,728
+7% +$346K 1.46% 16
2026
Q2 		$5.1M Buy
53,956
+1,022
+2% +$96.6K 1.45% 15
2026
Q1 		$5.03M Buy
52,934
+172
+0.3% +$16.4K 1.9% 15
2025
Q4 		$5.02M Buy
52,762
+328
+0.6% +$31.3K 1.81% 15
2025
Q3 		$4.99M Buy
52,434
+500
+1% +$47K 1.85% 15
2025
Q2 		$4.88M Sell
51,934
-454
-0.9% -$42.1K 1.93% 13
2025
Q1 		$4.91M Sell
52,388
-1,367
-3% -$126K 2.1% 12
2024
Q4 		$4.93M Buy
53,755
+3,022
+6% +$281K 2.11% 11
2024
Q3 		$4.86M Buy
50,733
+593
+1% +$56K 2.04% 10
2024
Q2 		$4.6M Sell
50,140
-238
-0.5% -$21.7K 2.05% 12
2024
Q1 		$4.66M Buy
50,378
+592
+1% +$54.8K 2.07% 12
2023
Q4 		$4.68M Buy
49,786
+2,023
+4% +$181K 2.29% 12
2023
Q3 		$4.24M Sell
47,763
-15,666
-25% -$1.43M 2.28% 12
2023
Q2 		$5.92M Buy
63,429
+1,614
+3% +$152K 3.14% 9
2023
Q1 		$5.86M Buy
61,815
+31,121
+101% +$2.94M 3.22% 9
2022
Q4 		$2.85M Buy
30,694
+6,580
+27% +$607K 1.61% 17
2022
Q3 		$2.21M Buy
24,114
+1,308
+6% +$127K 1.56% 19
2022
Q2 		$2.22M Buy
22,806
+11,675
+105% +$1.15M 1.53% 18
2022
Q1 		$1.13M Buy
+11,131
New +$1.16M 0.77% 24

Other funds holding MBB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Advus Financial Partners's MBB Position: Q3 2026 in Review

Advus Financial Partners increased its iShares MBS ETF (MBB) stake by 6.9% in Q3 2026, buying an estimated $346K and bringing the position to 57,684 shares worth $5.17M. The position accounts for 1.46% of the portfolio, ranked #16.

Advus Financial Partners first reported a position in MBB in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.92M in Q2 2023. 219 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Advus Financial Partners held 57,684 shares of iShares MBS ETF worth $5.17M as of Q3 2026.
  • Advus Financial Partners bought 3,728 iShares MBS ETF shares in Q3 2026, an estimated $346K.
  • iShares MBS ETF made up 1.46% of Advus Financial Partners's portfolio in Q3 2026, its #16 holding.
  • Advus Financial Partners first reported a position in iShares MBS ETF in Q1 2022 and has held it in 19 quarters since.
  • Advus Financial Partners's iShares MBS ETF position peaked at $5.92M in Q2 2023.
  • 219 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.