CV Advisors’s iShares MBS ETF MBB Stock Holding History

CV 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 Q3	–	Sell	-2,597	Closed	-$245K	–	133
2026 Q2	$245K	Buy	+2,597	New	+$246K	0.05%	117

Other funds holding MBB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CV Advisors's MBB Position: Q3 2026 in Review

CV Advisors sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 2,597 shares — an estimated $245K sold.

CV Advisors first reported a position in MBB in Q2 2026 and held it in 1 quarter. The position peaked at $245K in Q2 2026. 227 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

CV Advisors reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
CV Advisors sold 2,597 iShares MBS ETF shares in Q3 2026, an estimated $245K.
CV Advisors first reported a position in iShares MBS ETF in Q2 2026 and held it in 1 quarter.
CV Advisors's iShares MBS ETF position peaked at $245K in Q2 2026.
227 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.