Cyndeo Wealth Partners
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Cyndeo Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Cyndeo Wealth Partners’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 		$1.11M Sell
12,408
-395
-3% -$36.6K 0.05% 260
2026
Q2 		$1.21M Buy
12,803
+206
+2% +$19.5K 0.06% 236
2026
Q1 		$1.2M Buy
12,597
+3,195
+34% +$305K 0.06% 220
2025
Q4 		$895K Buy
9,402
+743
+9% +$70.9K 0.05% 249
2025
Q3 		$824K Buy
8,659
+147
+2% +$13.8K 0.05% 257
2025
Q2 		$799K Buy
8,512
+1,042
+14% +$96.6K 0.05% 252
2025
Q1 		$701K Sell
7,470
-2,296
-24% -$212K 0.05% 256
2024
Q4 		$895K Buy
9,766
+725
+8% +$67.5K 0.06% 225
2024
Q3 		$866K Buy
9,041
+816
+10% +$77.1K 0.06% 231
2024
Q2 		$755K Buy
8,225
+1,105
+16% +$101K 0.06% 237
2024
Q1 		$658K Buy
7,120
+2,031
+40% +$188K 0.05% 233
2023
Q4 		$479K Buy
+5,089
New +$456K 0.04% 254

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Cyndeo Wealth Partners's MBB Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its iShares MBS ETF (MBB) stake by 3.1% in Q3 2026, selling an estimated $36.6K and leaving 12,408 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #260.

Cyndeo Wealth Partners first reported a position in MBB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q2 2026. 256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Cyndeo Wealth Partners held 12,408 shares of iShares MBS ETF worth $1.11M as of Q3 2026.
  • Cyndeo Wealth Partners sold 395 iShares MBS ETF shares in Q3 2026, an estimated $36.6K.
  • iShares MBS ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #260 holding.
  • Cyndeo Wealth Partners first reported a position in iShares MBS ETF in Q4 2023 and has held it in 12 quarters since.
  • Cyndeo Wealth Partners's iShares MBS ETF position peaked at $1.21M in Q2 2026.
  • 256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.