BCU Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

BCU Wealth Advisors’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	$1.13M	Sell	12,631 -8,634	-41%	-$800K	0.37%	23
2026 Q2	$2.01M	Buy	21,265 +725	+4%	+$68.6K	0.67%	15
2026 Q1	$1.95M	Buy	20,540 +930	+5%	+$88.8K	0.73%	16
2025 Q4	$1.87M	Sell	19,610 -362	-2%	-$34.5K	0.71%	17
2025 Q3	$1.9M	Sell	19,972 -1,531	-7%	-$144K	0.77%	18
2025 Q2	$2.02M	Sell	21,503 -4	-0%	-$371	0.91%	17
2025 Q1	$2.02M	Buy	21,507 +2,826	+15%	+$261K	1.05%	15
2024 Q4	$1.71M	Buy	18,681 +2,715	+17%	+$253K	0.98%	15
2024 Q3	$1.53M	Buy	15,966 +1,261	+9%	+$119K	0.91%	17
2024 Q2	$1.35M	Buy	14,705 +1,412	+11%	+$129K	1%	16
2024 Q1	$1.23M	Buy	13,293 +1,791	+16%	+$166K	1.04%	14
2023 Q4	$1.08M	Buy	+11,502	New	+$1.03M	1.17%	14

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

BCU Wealth Advisors's MBB Position: Q3 2026 in Review

BCU Wealth Advisors reduced its iShares MBS ETF (MBB) stake by 41% in Q3 2026, selling an estimated $800K and leaving 12,631 shares worth $1.13M. The position accounts for 0.37% of the portfolio, ranked #23.

BCU Wealth Advisors first reported a position in MBB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.02M in Q2 2025. 199 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

BCU Wealth Advisors held 12,631 shares of iShares MBS ETF worth $1.13M as of Q3 2026.
BCU Wealth Advisors sold 8,634 iShares MBS ETF shares in Q3 2026, an estimated $800K.
iShares MBS ETF made up 0.37% of BCU Wealth Advisors's portfolio in Q3 2026, its #23 holding.
BCU Wealth Advisors first reported a position in iShares MBS ETF in Q4 2023 and has held it in 12 quarters since.
BCU Wealth Advisors's iShares MBS ETF position peaked at $2.02M in Q2 2025.
199 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.