Avid Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Avid Wealth Partners’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	$318K	Buy	+3,543	New	+$328K	0.15%	65

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

Avid Wealth Partners's MBB Position: Q3 2026 in Review

Avid Wealth Partners opened a new position in iShares MBS ETF (MBB) in Q3 2026: 3,543 shares worth $318K. The stake represents 0.15% of the portfolio and ranks #65 among its holdings.

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

Avid Wealth Partners held 3,543 shares of iShares MBS ETF worth $318K as of Q3 2026.
iShares MBS ETF was a new Avid Wealth Partners position in Q3 2026.
iShares MBS ETF made up 0.15% of Avid Wealth Partners's portfolio in Q3 2026, its #65 holding.
540 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.