GWM
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Gilpin Wealth Management’s iShares MBS ETF MBB Stock Holding History

Gilpin Wealth Management’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 		$11.8K Sell
132
-42
-24% -$3.89K 0.01% 324
2026
Q2 		$16.4K Buy
174
+5
+3% +$473 0.01% 279
2026
Q1 		$16K Buy
169
+2
+1% +$191 0.01% 264
2025
Q4 		$15.9K Buy
+167
New +$15.9K 0.01% 260

Other funds holding MBB

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gilpin Wealth Management's MBB Position: Q3 2026 in Review

Gilpin Wealth Management reduced its iShares MBS ETF (MBB) stake by 24% in Q3 2026, selling an estimated $3.89K and leaving 132 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #324.

Gilpin Wealth Management first reported a position in MBB in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.4K in Q2 2026. 45 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Gilpin Wealth Management held 132 shares of iShares MBS ETF worth $11.8K as of Q3 2026.
  • Gilpin Wealth Management sold 42 iShares MBS ETF shares in Q3 2026, an estimated $3.89K.
  • iShares MBS ETF made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #324 holding.
  • Gilpin Wealth Management first reported a position in iShares MBS ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares MBS ETF position peaked at $16.4K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.