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Guidance Capital’s iShares MBS ETF MBB Stock Holding History

Guidance Capital’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 		$1.94M Buy
20,689
+1,873
+10% +$177K 0.41% 41
2026
Q1 		$1.77M Buy
18,816
+14,808
+369% +$1.41M 0.4% 45
2025
Q4 		$382K Buy
+4,008
New +$382K 0.09% 174
2024
Q1 		– Sell
-25,660
Closed -$2.4M – 191
2023
Q4 		$2.4M Buy
+25,660
New +$2.3M 0.95% 17

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Guidance Capital's MBB Position: Q2 2026 in Review

Guidance Capital increased its iShares MBS ETF (MBB) stake by 10% in Q2 2026, buying an estimated $177K and bringing the position to 20,689 shares worth $1.94M. The position accounts for 0.41% of the portfolio, ranked #41.

Guidance Capital first reported a position in MBB in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.4M in Q4 2023. 247 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Guidance Capital held 20,689 shares of iShares MBS ETF worth $1.94M as of Q2 2026.
  • Guidance Capital bought 1,873 iShares MBS ETF shares in Q2 2026, an estimated $177K.
  • iShares MBS ETF made up 0.41% of Guidance Capital's portfolio in Q2 2026, its #41 holding.
  • Guidance Capital first reported a position in iShares MBS ETF in Q4 2023 and has held it in 4 quarters since.
  • Guidance Capital's iShares MBS ETF position peaked at $2.4M in Q4 2023.
  • 247 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.