Beacon Financial Strategies’s iShares MBS ETF MBB Stock Holding History

Beacon Financial 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	$37.6K	Buy	+398	New	+$37.6K	0.02%	116

Other funds holding MBB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Beacon Financial Strategies's MBB Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in iShares MBS ETF (MBB) in Q2 2026: 398 shares worth $37.6K. The stake represents 0.02% of the portfolio and ranks #116 among its holdings.

164 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Beacon Financial Strategies held 398 shares of iShares MBS ETF worth $37.6K as of Q2 2026.
iShares MBS ETF was a new Beacon Financial Strategies position in Q2 2026.
iShares MBS ETF made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #116 holding.
164 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.