Financial Freedom LLC
MBB icon

Financial Freedom LLC’s iShares MBS ETF MBB Stock Holding History

Financial Freedom LLC’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 		$127K Buy
+1,415
New +$131K 0.06% 127
2026
Q2 		– Sell
-1,583
Closed -$150K – 278
2026
Q1 		$150K Buy
1,583
+421
+36% +$40.2K 0.07% 115
2025
Q4 		$111K Buy
1,162
+17
+1% +$1.62K 0.05% 132
2025
Q3 		$109K Sell
1,145
-3,014
-72% -$283K 0.05% 132
2025
Q2 		$391K Buy
4,159
+43
+1% +$3.98K 0.21% 76
2025
Q1 		$386K Buy
4,116
+29
+0.7% +$2.68K 0.22% 71
2024
Q4 		$375K Sell
4,087
-379
-8% -$35.3K 0.2% 69
2024
Q3 		$428K Buy
4,466
+44
+1% +$4.16K 0.23% 69
2024
Q2 		$406K Buy
4,422
+42
+1% +$3.82K 0.23% 68
2024
Q1 		$405K Buy
4,380
+28
+0.6% +$2.59K 0.24% 72
2023
Q4 		$409K Buy
4,352
+53
+1% +$4.75K 0.26% 65
2023
Q3 		$382K Buy
4,299
+38
+0.9% +$3.47K 0.27% 61
2023
Q2 		$397K Buy
4,261
+35
+0.8% +$3.29K 0.28% 58
2023
Q1 		$400K Buy
4,226
+22
+0.5% +$2.08K 0.29% 56
2022
Q4 		$390K Buy
+4,204
New +$388K 0.26% 50

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

Financial Freedom LLC's MBB Position: Q3 2026 in Review

Financial Freedom LLC opened a new position in iShares MBS ETF (MBB) in Q3 2026: 1,415 shares worth $127K. The stake represents 0.06% of the portfolio and ranks #127 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in MBB as recently as Q1 2026.

Financial Freedom LLC first reported a position in MBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $428K in Q3 2024. 541 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Financial Freedom LLC held 1,415 shares of iShares MBS ETF worth $127K as of Q3 2026.
  • iShares MBS ETF was a new Financial Freedom LLC position in Q3 2026.
  • iShares MBS ETF made up 0.06% of Financial Freedom LLC's portfolio in Q3 2026, its #127 holding.
  • Financial Freedom LLC first reported a position in iShares MBS ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's iShares MBS ETF position peaked at $428K in Q3 2024.
  • 541 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.