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Archer Investment Management’s iShares MBS ETF MBB Stock Holding History

Archer Investment 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 		– Sell
-3,715
Closed -$351K – 125
2026
Q2 		$351K Sell
3,715
-2,205
-37% -$209K 0.12% 91
2026
Q1 		$562K Sell
5,920
-8,514
-59% -$813K 0.24% 67
2025
Q4 		$1.37M Buy
+14,434
New +$1.38M 0.74% 41

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 $9.51B AUM 13.02% 1-Year Est. Return
RT
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
NCM
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
BSB
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
QFA
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Archer Investment Management's MBB Position: Q3 2026 in Review

Archer Investment Management sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 3,715 shares — an estimated $351K sold.

Archer Investment Management first reported a position in MBB in Q4 2025 and held it in 3 quarters. The position peaked at $1.37M in Q4 2025. 123 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Archer Investment Management reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
  • Archer Investment Management sold 3,715 iShares MBS ETF shares in Q3 2026, an estimated $351K.
  • Archer Investment Management first reported a position in iShares MBS ETF in Q4 2025 and held it in 3 quarters.
  • Archer Investment Management's iShares MBS ETF position peaked at $1.37M in Q4 2025.
  • 123 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.