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

Bestgate 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	$7.84M	Buy	87,512 +61,333	+234%	+$5.69M	4.96%	7
2026 Q2	$2.47M	Buy	26,179 +600	+2%	+$56.7K	3.94%	8
2026 Q1	$2.43M	Buy	25,579 +2,122	+9%	+$203K	4.38%	8
2025 Q4	$2.23M	Buy	23,457 +1,018	+5%	+$97.1K	3.92%	7
2025 Q3	$2.14M	Buy	22,439 +544	+2%	+$51.1K	3.77%	7
2025 Q2	$2.05M	Hold	21,895	–	–	4.26%	6
2025 Q1	$2.05M	Buy	21,895 +9,437	+76%	+$873K	4.26%	6
2024 Q4	$1.14M	Buy	+12,458	New	+$1.16M	2.29%	9

Other funds holding MBB

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

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

Bestgate Wealth Advisors increased its iShares MBS ETF (MBB) stake by 234% in Q3 2026, buying an estimated $5.69M and bringing the position to 87,512 shares worth $7.84M. The position accounts for 4.96% of the portfolio, ranked #7.

Bestgate Wealth Advisors first reported a position in MBB in Q4 2024 and has held it in 8 quarters since. 362 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Bestgate Wealth Advisors held 87,512 shares of iShares MBS ETF worth $7.84M as of Q3 2026.
Bestgate Wealth Advisors bought 61,333 iShares MBS ETF shares in Q3 2026, an estimated $5.69M.
iShares MBS ETF made up 4.96% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #7 holding.
Bestgate Wealth Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 8 quarters since.
362 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

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