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Fedenia Advisers’s iShares MBS ETF MBB Stock Holding History

Fedenia Advisers’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 		$4.07M Sell
43,008
-220
-0.5% -$20.8K 0.97% 30
2026
Q1 		$4.1M Buy
43,228
+9,676
+29% +$924K 3.05% 9
2025
Q4 		$3.19M Buy
33,552
+2,051
+7% +$196K 1.22% 19
2025
Q3 		$3M Sell
31,501
-684
-2% -$64.3K 1.19% 17
2025
Q2 		$3.02M Sell
32,185
-74
-0.2% -$6.86K 1.43% 15
2025
Q1 		$3.03M Sell
32,259
-4,873
-13% -$451K 1.97% 11
2024
Q4 		$3.4M Buy
+37,132
New +$3.46M 2% 9

Other funds holding MBB

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
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

Fedenia Advisers's MBB Position: Q2 2026 in Review

Fedenia Advisers reduced its iShares MBS ETF (MBB) stake by 0.51% in Q2 2026, selling an estimated $20.8K and leaving 43,008 shares worth $4.07M. The position accounts for 0.97% of the portfolio, ranked #30.

Fedenia Advisers first reported a position in MBB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.1M in Q1 2026. 336 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Fedenia Advisers held 43,008 shares of iShares MBS ETF worth $4.07M as of Q2 2026.
  • Fedenia Advisers sold 220 iShares MBS ETF shares in Q2 2026, an estimated $20.8K.
  • iShares MBS ETF made up 0.97% of Fedenia Advisers's portfolio in Q2 2026, its #30 holding.
  • Fedenia Advisers first reported a position in iShares MBS ETF in Q4 2024 and has held it in 7 quarters since.
  • Fedenia Advisers's iShares MBS ETF position peaked at $4.1M in Q1 2026.
  • 336 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.