Alchemi Wealth’s iShares MBS ETF MBB Stock Holding History

Alchemi Wealth’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	$304K	Buy	+3,395	New	+$315K	0.14%	130

Other funds holding MBB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Alchemi Wealth's MBB Position: Q3 2026 in Review

Alchemi Wealth opened a new position in iShares MBS ETF (MBB) in Q3 2026: 3,395 shares worth $304K. The stake represents 0.14% of the portfolio and ranks #130 among its holdings.

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

Alchemi Wealth held 3,395 shares of iShares MBS ETF worth $304K as of Q3 2026.
iShares MBS ETF was a new Alchemi Wealth position in Q3 2026.
iShares MBS ETF made up 0.14% of Alchemi Wealth's portfolio in Q3 2026, its #130 holding.
540 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Alchemi Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.