Birch Financial Group
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Birch Financial Group’s iShares MBS ETF MBB Stock Holding History

Birch Financial Group’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 		$1.01M Buy
11,306
+361
+3% +$33.5K 0.47% 38
2026
Q2 		$1.03M Buy
10,945
+961
+10% +$90.9K 0.53% 42
2026
Q1 		$948K Sell
9,984
-142
-1% -$13.6K 0.55% 40
2025
Q4 		$964K Buy
10,126
+432
+4% +$41.2K 0.55% 39
2025
Q3 		$922K Buy
9,694
+1,150
+13% +$108K 0.54% 42
2025
Q2 		$802K Buy
8,544
+2,211
+35% +$205K 0.64% 39
2025
Q1 		$594K Buy
6,333
+3,637
+135% +$336K 0.53% 44
2024
Q4 		$247K Buy
+2,696
New +$251K 0.28% 75

Other funds holding MBB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Birch Financial Group's MBB Position: Q3 2026 in Review

Birch Financial Group increased its iShares MBS ETF (MBB) stake by 3.3% in Q3 2026, buying an estimated $33.5K and bringing the position to 11,306 shares worth $1.01M. The position accounts for 0.47% of the portfolio, ranked #38.

Birch Financial Group first reported a position in MBB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q2 2026. 569 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Birch Financial Group held 11,306 shares of iShares MBS ETF worth $1.01M as of Q3 2026.
  • Birch Financial Group bought 361 iShares MBS ETF shares in Q3 2026, an estimated $33.5K.
  • iShares MBS ETF made up 0.47% of Birch Financial Group's portfolio in Q3 2026, its #38 holding.
  • Birch Financial Group first reported a position in iShares MBS ETF in Q4 2024 and has held it in 8 quarters since.
  • Birch Financial Group's iShares MBS ETF position peaked at $1.03M in Q2 2026.
  • 569 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.