Colton Groome Financial Advisors’s iShares MBS ETF MBB Stock Holding History

Colton Groome Financial Advisors’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	$469K	Sell	4,965 -650	-12%	-$61.5K	0.11%	103
2026 Q1	$533K	Sell	5,615 -733	-12%	-$70K	0.15%	81
2025 Q4	$604K	Sell	6,348 -8,822	-58%	-$841K	0.17%	77
2025 Q3	$1.44M	Buy	15,170 +6,304	+71%	+$592K	0.44%	44
2025 Q2	$832K	Buy	+8,866	New	+$822K	0.28%	57
2025 Q1	–	Sell	-2,810	Closed	-$258K	–	130
2024 Q4	$258K	Buy	+2,810	New	+$262K	0.1%	105
2024 Q2	–	Sell	-2,905	Closed	-$268K	–	128
2024 Q1	$268K	Sell	2,905 -4,649	-62%	-$430K	0.11%	98
2023 Q4	$711K	Sell	7,554 -5,946	-44%	-$533K	0.31%	54
2023 Q3	$1.2M	Sell	13,500 -6,260	-32%	-$572K	0.6%	41
2023 Q2	$1.84M	Sell	19,760 -10,487	-35%	-$986K	0.86%	33
2023 Q1	$2.87M	Sell	30,247 -14,203	-32%	-$1.34M	1.37%	19
2022 Q4	$4.12M	Buy	44,450 +31,657	+247%	+$2.92M	2.02%	10
2022 Q3	$1.17M	Buy	12,793 +962	+8%	+$93.3K	0.6%	39
2022 Q2	$1.15M	Buy	+11,831	New	+$1.16M	0.58%	36

Other funds holding MBB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Colton Groome Financial Advisors's MBB Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its iShares MBS ETF (MBB) stake by 12% in Q2 2026, selling an estimated $61.5K and leaving 4,965 shares worth $469K. The position accounts for 0.11% of the portfolio, ranked #103.

Colton Groome Financial Advisors first reported a position in MBB in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.12M in Q4 2022. 435 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Colton Groome Financial Advisors held 4,965 shares of iShares MBS ETF worth $469K as of Q2 2026.
Colton Groome Financial Advisors sold 650 iShares MBS ETF shares in Q2 2026, an estimated $61.5K.
iShares MBS ETF made up 0.11% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #103 holding.
Colton Groome Financial Advisors first reported a position in iShares MBS ETF in Q2 2022 and has held it in 14 quarters since.
Colton Groome Financial Advisors's iShares MBS ETF position peaked at $4.12M in Q4 2022.
435 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.