Armis Advisers’s iShares MBS ETF MBB Stock Holding History

Armis Advisers’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	$201K	Sell	2,232 -241	-10%	-$22.3K	0.02%	489
2026 Q2	$233K	Sell	2,473 -11	-0.4%	-$1.04K	0.02%	426
2026 Q1	$234K	Sell	2,484 -176	-7%	-$16.8K	0.02%	397
2025 Q4	$250K	Buy	+2,660	New	+$254K	0.03%	368
2025 Q3	–	Sell	-6,147	Closed	-$577K	–	439
2025 Q2	$577K	Sell	6,147 -997	-14%	-$92.4K	0.05%	261
2025 Q1	$670K	Sell	7,144 -2,088	-23%	-$193K	0.06%	220
2024 Q4	$846K	Buy	+9,232	New	+$860K	0.1%	142

Other funds holding MBB

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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Armis Advisers's MBB Position: Q3 2026 in Review

Armis Advisers reduced its iShares MBS ETF (MBB) stake by 9.7% in Q3 2026, selling an estimated $22.3K and leaving 2,232 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #489.

Armis Advisers first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $846K in Q4 2024. 199 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Armis Advisers held 2,232 shares of iShares MBS ETF worth $201K as of Q3 2026.
Armis Advisers sold 241 iShares MBS ETF shares in Q3 2026, an estimated $22.3K.
iShares MBS ETF made up 0.02% of Armis Advisers's portfolio in Q3 2026, its #489 holding.
Armis Advisers first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's iShares MBS ETF position peaked at $846K in Q4 2024.
199 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.