Global Financial Private Client
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Global Financial Private Client’s iShares MBS ETF MBB Stock Holding History

Global Financial Private Client’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
-2,518
Closed -$238K – 250
2026
Q2 		$238K Sell
2,518
-419
-14% -$39.6K 0.06% 230
2026
Q1 		$279K Buy
2,937
+108
+4% +$10.3K 0.09% 205
2025
Q4 		$269K Sell
2,829
-27
-0.9% -$2.58K 0.09% 200
2025
Q3 		$272K Hold
2,856
– – 0.1% 200
2025
Q2 		$268K Hold
2,856
– – 0.1% 195
2025
Q1 		$268K Sell
2,856
-313
-10% -$29K 0.1% 179
2024
Q4 		$291K Buy
3,169
+46
+1% +$4.28K 0.11% 171
2024
Q3 		$299K Sell
3,123
-126
-4% -$11.9K 0.12% 167
2024
Q2 		$298K Hold
3,249
– – 0.12% 161
2024
Q1 		$298K Sell
3,249
-451
-12% -$41.7K 0.13% 153
2023
Q4 		$348K Sell
3,700
-2,106
-36% -$189K 0.16% 141
2023
Q3 		$509K Buy
5,806
+754
+15% +$68.9K 0.26% 92
2023
Q2 		$468K Buy
5,052
+545
+12% +$51.3K 0.23% 104
2023
Q1 		$428K Sell
4,507
-1,719
-28% -$162K 0.22% 105
2022
Q4 		$577K Sell
6,226
-357
-5% -$32.9K 0.32% 78
2022
Q3 		$607K Sell
6,583
-2,935
-31% -$285K 0.35% 71
2022
Q2 		$933K Sell
9,518
-2,844
-23% -$279K 0.53% 47
2022
Q1 		$1.25M Buy
12,362
+351
+3% +$36.6K 0.61% 36
2021
Q4 		$1.29M Sell
12,011
-584
-5% -$62.9K 0.62% 39
2021
Q3 		$1.36M Buy
12,595
+135
+1% +$14.6K 0.7% 34
2021
Q2 		$1.35M Buy
12,460
+1,883
+18% +$204K 0.75% 31
2021
Q1 		$1.14M Buy
10,577
+2,516
+31% +$276K 0.82% 25
2020
Q4 		$888K Buy
8,061
+767
+11% +$84.5K 0.7% 30
2020
Q3 		$804K Sell
7,294
-195
-3% -$21.6K 0.7% 33
2020
Q2 		$828K Buy
7,489
+2,703
+56% +$299K 0.72% 31
2020
Q1 		$526K Sell
4,786
-162
-3% -$17.6K 0.56% 41
2019
Q4 		$535K Buy
+4,948
New +$535K 0.45% 57

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Global Financial Private Client's MBB Position: Q3 2026 in Review

Global Financial Private Client sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 2,518 shares — an estimated $238K sold.

Global Financial Private Client first reported a position in MBB in Q4 2019 and held it in 27 quarters. The position peaked at $1.36M in Q3 2021. 591 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Global Financial Private Client reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
  • Global Financial Private Client sold 2,518 iShares MBS ETF shares in Q3 2026, an estimated $238K.
  • Global Financial Private Client first reported a position in iShares MBS ETF in Q4 2019 and held it in 27 quarters.
  • Global Financial Private Client's iShares MBS ETF position peaked at $1.36M in Q3 2021.
  • 591 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.