Fedenia Advisers
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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
Q3 		– Sell
-43,008
Closed -$4.07M – 300
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Fedenia Advisers's MBB Position: Q3 2026 in Review

Fedenia Advisers sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 43,008 shares — an estimated $4.07M sold.

Fedenia Advisers first reported a position in MBB in Q4 2024 and held it in 7 quarters. The position peaked at $4.1M in Q1 2026. 540 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Fedenia Advisers reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
  • Fedenia Advisers sold 43,008 iShares MBS ETF shares in Q3 2026, an estimated $4.07M.
  • Fedenia Advisers first reported a position in iShares MBS ETF in Q4 2024 and held it in 7 quarters.
  • Fedenia Advisers's iShares MBS ETF position peaked at $4.1M in Q1 2026.
  • 540 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.