Essential Partners’s iShares MBS ETF MBB Stock Holding History

Essential 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	$14.1K	Buy	+157	New	+$14.6K	0.01%	1047

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

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Essential Partners's MBB Position: Q3 2026 in Review

Essential Partners opened a new position in iShares MBS ETF (MBB) in Q3 2026: 157 shares worth $14.1K. The stake represents 0.01% of the portfolio and ranks #1047 among its holdings.

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

Essential Partners held 157 shares of iShares MBS ETF worth $14.1K as of Q3 2026.
iShares MBS ETF was a new Essential Partners position in Q3 2026.
iShares MBS ETF made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1047 holding.
256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.