Certified Advisory Corp’s iShares MBS ETF MBB Stock Holding History

Certified Advisory Corp’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	$629K	Buy	+7,022	New	+$651K	0.05%	201

Other funds holding MBB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Certified Advisory Corp's MBB Position: Q3 2026 in Review

Certified Advisory Corp opened a new position in iShares MBS ETF (MBB) in Q3 2026: 7,022 shares worth $629K. The stake represents 0.05% of the portfolio and ranks #201 among its holdings.

628 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Certified Advisory Corp held 7,022 shares of iShares MBS ETF worth $629K as of Q3 2026.
iShares MBS ETF was a new Certified Advisory Corp position in Q3 2026.
iShares MBS ETF made up 0.05% of Certified Advisory Corp's portfolio in Q3 2026, its #201 holding.
628 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.