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Archford Capital Strategies’s iShares MBS ETF MBB Stock Holding History

Archford Capital Strategies’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
Q2 		$6.51M Sell
68,826
-2,588
-4% -$245K 0.66% 43
2026
Q1 		$6.78M Buy
71,414
+9,473
+15% +$905K 0.78% 37
2025
Q4 		$5.9M Buy
61,941
+3,084
+5% +$294K 0.69% 39
2025
Q3 		$5.6M Buy
+58,857
New +$5.53M 0.67% 37
2022
Q4 		– Sell
-18,283
Closed -$1.67M – 286
2022
Q3 		$1.67M Buy
18,283
+201
+1% +$19.5K 0.43% 56
2022
Q2 		$1.76M Sell
18,082
-100
-0.5% -$9.81K 0.44% 55
2022
Q1 		$1.82M Sell
18,182
-1,531
-8% -$160K 0.41% 60
2021
Q4 		$2.12M Buy
19,713
+1,552
+9% +$167K 0.48% 43
2021
Q3 		$1.96M Buy
18,161
+2,252
+14% +$244K 0.46% 47
2021
Q2 		$1.72M Sell
15,909
-4,000
-20% -$434K 0.43% 56
2021
Q1 		$2.17M Buy
19,909
+8,778
+79% +$961K 0.58% 39
2020
Q4 		$1.23M Buy
11,131
+568
+5% +$62.5K 0.28% 104
2020
Q3 		$1.17M Buy
10,563
+1,964
+23% +$217K 0.31% 96
2020
Q2 		$952K Buy
+8,599
New +$952K 0.28% 104
2019
Q3 		– Sell
-1,618
Closed -$174K – 398
2019
Q2 		$174K Sell
1,618
-80
-5% -$8.51K 0.06% 214
2019
Q1 		$181K Sell
1,698
-1,029
-38% -$108K 0.07% 213
2018
Q4 		$285K Sell
2,727
-31
-1% -$3.19K 0.11% 185
2018
Q3 		$285K Sell
2,758
-255
-8% -$26.5K 0.1% 192
2018
Q2 		$314K Buy
3,013
+1,317
+78% +$137K 0.11% 182
2018
Q1 		$181K Buy
+1,696
New +$178K 0.08% 115
2017
Q2 		– Sell
-3,039
Closed -$324K – 446
2017
Q1 		$324K Sell
3,039
-114
-4% -$12.1K 0.12% 168
2016
Q4 		$335K Buy
3,153
+1,354
+75% +$146K 0.14% 146
2016
Q3 		$197K Buy
1,799
+217
+14% +$23.9K 0.08% 178
2016
Q2 		$174K Buy
+1,582
New +$173K 0.09% 162
2016
Q1 		– Sell
-1,247
Closed -$135K – 423
2015
Q4 		$135K Buy
1,247
+218
+21% +$23.7K 0.06% 194
2015
Q3 		$113K Sell
1,029
-40
-4% -$4.36K 0.08% 144
2015
Q2 		$116K Buy
1,069
+21
+2% +$2.3K 0.08% 143
2015
Q1 		$116K Buy
1,048
+43
+4% +$4.72K 0.08% 151
2014
Q4 		$110K Sell
1,005
-97
-9% -$10.6K 0.08% 150
2014
Q3 		$119K Buy
1,102
+5
+0.5% +$540 0.09% 142
2014
Q2 		$119K Buy
1,097
+404
+58% +$43.3K 0.09% 148
2014
Q1 		$73.5K Buy
+693
New +$73.5K 0.06% 177

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Archford Capital Strategies's MBB Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares MBS ETF (MBB) stake by 3.6% in Q2 2026, selling an estimated $245K and leaving 68,826 shares worth $6.51M. The position accounts for 0.66% of the portfolio, ranked #43.

Archford Capital Strategies first reported a position in MBB in Q1 2014 and has held it in 32 quarters since. The position peaked at $6.78M in Q1 2026. 187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Archford Capital Strategies held 68,826 shares of iShares MBS ETF worth $6.51M as of Q2 2026.
  • Archford Capital Strategies sold 2,588 iShares MBS ETF shares in Q2 2026, an estimated $245K.
  • iShares MBS ETF made up 0.66% of Archford Capital Strategies's portfolio in Q2 2026, its #43 holding.
  • Archford Capital Strategies first reported a position in iShares MBS ETF in Q1 2014 and has held it in 32 quarters since.
  • Archford Capital Strategies's iShares MBS ETF position peaked at $6.78M in Q1 2026.
  • 187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.