Centennial Wealth Advisory’s iShares MBS ETF MBB Stock Holding History

Centennial Wealth Advisory’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	$3.25M	Buy	34,392 +118	+0.3%	+$11.2K	0.7%	28
2026 Q1	$3.25M	Buy	34,274 +856	+3%	+$81.8K	0.79%	26
2025 Q4	$3.18M	Buy	33,418 +1,409	+4%	+$134K	0.84%	26
2025 Q3	$3.05M	Buy	32,009 +1,049	+3%	+$98.5K	0.85%	23
2025 Q2	$2.91M	Sell	30,960 -7,610	-20%	-$705K	0.92%	18
2025 Q1	$3.62M	Buy	38,570 +8,926	+30%	+$826K	1.31%	14
2024 Q4	$2.72M	Sell	29,644 -6,586	-18%	-$613K	1.07%	16
2024 Q3	$3.47M	Buy	+36,230	New	+$3.42M	1.35%	14

Other funds holding MBB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KFAA

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

BSB

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

NCM

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

OPAM

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

Centennial Wealth Advisory's MBB Position: Q2 2026 in Review

Centennial Wealth Advisory increased its iShares MBS ETF (MBB) stake by 0.34% in Q2 2026, buying an estimated $11.2K and bringing the position to 34,392 shares worth $3.25M. The position accounts for 0.7% of the portfolio, ranked #28.

Centennial Wealth Advisory first reported a position in MBB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.62M in Q1 2025. 187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Centennial Wealth Advisory held 34,392 shares of iShares MBS ETF worth $3.25M as of Q2 2026.
Centennial Wealth Advisory bought 118 iShares MBS ETF shares in Q2 2026, an estimated $11.2K.
iShares MBS ETF made up 0.7% of Centennial Wealth Advisory's portfolio in Q2 2026, its #28 holding.
Centennial Wealth Advisory first reported a position in iShares MBS ETF in Q3 2024 and has held it in 8 quarters since.
Centennial Wealth Advisory's iShares MBS ETF position peaked at $3.62M in Q1 2025.
187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.