Cooper Financial Group
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Cooper Financial Group’s iShares MBS ETF MBB Stock Holding History

Cooper Financial Group’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 		$671K Sell
7,492
-90
-1% -$8.34K 0.05% 217
2026
Q2 		$717K Buy
7,582
+328
+5% +$31K 0.06% 214
2026
Q1 		$689K Buy
7,254
+920
+15% +$87.9K 0.07% 209
2025
Q4 		$603K Sell
6,334
-33
-0.5% -$3.15K 0.06% 215
2025
Q3 		$606K Sell
6,367
-334
-5% -$31.4K 0.07% 205
2025
Q2 		$629K Sell
6,701
-10,345
-61% -$959K 0.07% 204
2025
Q1 		$1.6M Buy
17,046
+3,092
+22% +$286K 0.21% 98
2024
Q4 		$1.28M Buy
13,954
+4,317
+45% +$402K 0.15% 112
2024
Q3 		$923K Buy
9,637
+937
+11% +$88.6K 0.12% 154
2024
Q2 		$799K Buy
8,700
+255
+3% +$23.2K 0.12% 157
2024
Q1 		$781K Sell
8,445
-256
-3% -$23.7K 0.13% 154
2023
Q4 		$819K Sell
8,701
-6,740
-44% -$604K 0.15% 128
2023
Q3 		$1.37M Sell
15,441
-3,178
-17% -$290K 0.33% 68
2023
Q2 		$1.74M Buy
18,619
+307
+2% +$28.9K 0.43% 50
2023
Q1 		$1.73M Buy
18,312
+1,161
+7% +$110K 0.47% 46
2022
Q4 		$1.59M Buy
17,151
+13,288
+344% +$1.23M 0.49% 43
2022
Q3 		$354K Buy
3,863
+33
+0.9% +$3.2K 0.13% 161
2022
Q2 		$373K Sell
3,830
-428
-10% -$42K 0.14% 155
2022
Q1 		$434K Buy
4,258
+1,099
+35% +$115K 0.16% 128
2021
Q4 		$339K Sell
3,159
-97,270
-97% -$10.5M 0.13% 155
2021
Q3 		$10.9M Buy
100,429
+69,973
+230% +$7.59M 2.25% 10
2021
Q2 		$3.3M Sell
30,456
-10,613
-26% -$1.15M 0.67% 28
2021
Q1 		$4.45M Sell
41,069
-35,204
-46% -$3.86M 1.01% 21
2020
Q4 		$8.4M Buy
76,273
+71,665
+1,555% +$7.89M 1.71% 14
2020
Q3 		$509K Sell
4,608
-64
-1% -$7.08K 0.15% 101
2020
Q2 		$517K Buy
4,672
+1,107
+31% +$123K 0.17% 84
2020
Q1 		$394K Buy
3,565
+115
+3% +$12.5K 0.16% 91
2019
Q4 		$373K Sell
3,450
-226
-6% -$24.4K 0.15% 88
2019
Q3 		$398K Buy
+3,676
New +$397K 0.18% 83

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CLA (CliftonLarsonAllen) Wealth Advisors
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Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Cooper Financial Group's MBB Position: Q3 2026 in Review

Cooper Financial Group reduced its iShares MBS ETF (MBB) stake by 1.2% in Q3 2026, selling an estimated $8.34K and leaving 7,492 shares worth $671K. The position accounts for 0.05% of the portfolio, ranked #217.

Cooper Financial Group first reported a position in MBB in Q3 2019 and has held it in 29 quarters since. The position peaked at $10.9M in Q3 2021. 256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Cooper Financial Group held 7,492 shares of iShares MBS ETF worth $671K as of Q3 2026.
  • Cooper Financial Group sold 90 iShares MBS ETF shares in Q3 2026, an estimated $8.34K.
  • iShares MBS ETF made up 0.05% of Cooper Financial Group's portfolio in Q3 2026, its #217 holding.
  • Cooper Financial Group first reported a position in iShares MBS ETF in Q3 2019 and has held it in 29 quarters since.
  • Cooper Financial Group's iShares MBS ETF position peaked at $10.9M in Q3 2021.
  • 256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.