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Farther Finance Advisors’s iShares MBS ETF MBB Stock Holding History

Farther Finance 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 		$10.8M Buy
114,643
+1,311
+1% +$124K 0.08% 201
2026
Q1 		$10.7M Sell
113,332
-5,517
-5% -$527K 0.1% 181
2025
Q4 		$11.3M Sell
118,849
-2,415
-2% -$230K 0.12% 151
2025
Q3 		$11.5M Buy
121,264
+11,204
+10% +$1.05M 0.17% 99
2025
Q2 		$10.3M Sell
110,060
-71,260
-39% -$6.6M 0.21% 96
2025
Q1 		$17M Buy
181,320
+22,463
+14% +$2.08M 0.43% 40
2024
Q4 		$14.6M Buy
158,857
+15,291
+11% +$1.42M 0.53% 34
2024
Q3 		$13.8M Buy
143,566
+17,992
+14% +$1.7M 0.52% 31
2024
Q2 		$11.4M Buy
125,574
+14,874
+13% +$1.35M 0.55% 31
2024
Q1 		$10.1M Buy
110,700
+22,884
+26% +$2.12M 0.62% 28
2023
Q4 		$8.26M Buy
87,816
+30,314
+53% +$2.72M 0.59% 28
2023
Q3 		$5.11M Buy
57,502
+11,977
+26% +$1.09M 0.8% 24
2023
Q2 		$4.25M Buy
45,525
+11,245
+33% +$1.06M 0.93% 21
2023
Q1 		$3.25M Buy
34,280
+14,379
+72% +$1.36M 0.95% 20
2022
Q4 		$1.85M Buy
+19,901
New +$1.84M 0.72% 23

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Farther Finance Advisors's MBB Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares MBS ETF (MBB) stake by 1.2% in Q2 2026, buying an estimated $124K and bringing the position to 114,643 shares worth $10.8M. The position accounts for 0.08% of the portfolio, ranked #201.

Farther Finance Advisors first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $17M in Q1 2025. 298 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Farther Finance Advisors held 114,643 shares of iShares MBS ETF worth $10.8M as of Q2 2026.
  • Farther Finance Advisors bought 1,311 iShares MBS ETF shares in Q2 2026, an estimated $124K.
  • iShares MBS ETF made up 0.08% of Farther Finance Advisors's portfolio in Q2 2026, its #201 holding.
  • Farther Finance Advisors first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares MBS ETF position peaked at $17M in Q1 2025.
  • 298 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.