Apella Capital
MBB icon

Apella Capital’s iShares MBS ETF MBB Stock Holding History

Apella Capital’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 		$312K Sell
3,499
-415
-11% -$38.5K ﹤0.01% 626
2026
Q2 		$367K Buy
3,914
+166
+4% +$15.7K 0.01% 544
2026
Q1 		$358K Buy
3,748
+459
+14% +$43.9K 0.01% 521
2025
Q4 		$313K Buy
+3,289
New +$314K 0.01% 428

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Ferguson Wellman Capital Management
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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

Apella Capital's MBB Position: Q3 2026 in Review

Apella Capital reduced its iShares MBS ETF (MBB) stake by 11% in Q3 2026, selling an estimated $38.5K and leaving 3,499 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Apella Capital first reported a position in MBB in Q4 2025 and has held it in 4 quarters since. The position peaked at $367K in Q2 2026. 219 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Apella Capital held 3,499 shares of iShares MBS ETF worth $312K as of Q3 2026.
  • Apella Capital sold 415 iShares MBS ETF shares in Q3 2026, an estimated $38.5K.
  • iShares MBS ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #626 holding.
  • Apella Capital first reported a position in iShares MBS ETF in Q4 2025 and has held it in 4 quarters since.
  • Apella Capital's iShares MBS ETF position peaked at $367K in Q2 2026.
  • 219 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.