Cascade Financial Partners’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
Other funds holding MBB
TWIM
TCIIS
Cascade Financial Partners's MBB Position: Q2 2026 in Review
Cascade Financial Partners increased its iShares MBS ETF (MBB) stake by 38% in Q2 2026, buying an estimated $3.52M and bringing the position to 134,989 shares worth $12.8M. The position accounts for 1.11% of the portfolio, ranked #20.
Cascade Financial Partners first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.
- Cascade Financial Partners held 134,989 shares of iShares MBS ETF worth $12.8M as of Q2 2026.
- Cascade Financial Partners bought 37,275 iShares MBS ETF shares in Q2 2026, an estimated $3.52M.
- iShares MBS ETF made up 1.11% of Cascade Financial Partners's portfolio in Q2 2026, its #20 holding.
- Cascade Financial Partners first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
- 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.
Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.