Brucke Financial
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Brucke Financial’s iShares MBS ETF MBB Stock Holding History

Brucke Financial’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 		$3.79M Sell
42,242
-7,903
-16% -$733K 1.59% 16
2026
Q2 		$4.74M Buy
50,145
+10,883
+28% +$1.03M 2.11% 13
2026
Q1 		$3.73M Buy
+39,262
New +$3.75M 1.89% 15

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Brucke Financial's MBB Position: Q3 2026 in Review

Brucke Financial reduced its iShares MBS ETF (MBB) stake by 16% in Q3 2026, selling an estimated $733K and leaving 42,242 shares worth $3.79M. The position accounts for 1.59% of the portfolio, ranked #16.

Brucke Financial first reported a position in MBB in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.74M in Q2 2026. 378 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Brucke Financial held 42,242 shares of iShares MBS ETF worth $3.79M as of Q3 2026.
  • Brucke Financial sold 7,903 iShares MBS ETF shares in Q3 2026, an estimated $733K.
  • iShares MBS ETF made up 1.59% of Brucke Financial's portfolio in Q3 2026, its #16 holding.
  • Brucke Financial first reported a position in iShares MBS ETF in Q1 2026 and has held it in 3 quarters since.
  • Brucke Financial's iShares MBS ETF position peaked at $4.74M in Q2 2026.
  • 378 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.