Hazlett, Burt & Watson’s iShares MBS ETF MBB Stock Holding History

Hazlett, Burt & Watson’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	$24K	Buy	268 +80	+43%	+$7.42K	0.01%	579
2026 Q2	$18K	Hold	188	–	–	﹤0.01%	612
2026 Q1	$18K	Hold	188	–	–	0.01%	613
2025 Q4	$18K	Buy	+188	New	+$17.9K	0.01%	623
2024 Q3	–	Sell	-103	Closed	-$10K	–	736
2024 Q2	$10K	Buy	+103	New	+$9.38K	0.01%	526
2023 Q1	–	Sell	-106	Closed	-$10K	–	662
2022 Q4	$10K	Buy	106 +1	+1%	+$92	0.01%	454
2022 Q3	$10K	Buy	105 +1	+1%	+$97	0.01%	453
2022 Q2	$10K	Hold	104	–	–	0.01%	458
2022 Q1	$11K	Buy	+104	New	+$10.9K	0.01%	460

Other funds holding MBB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Hazlett, Burt & Watson's MBB Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its iShares MBS ETF (MBB) stake by 43% in Q3 2026, buying an estimated $7.42K and bringing the position to 268 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #579.

Hazlett, Burt & Watson first reported a position in MBB in Q1 2022 and has held it in 9 quarters since. 628 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Hazlett, Burt & Watson held 268 shares of iShares MBS ETF worth $24K as of Q3 2026.
Hazlett, Burt & Watson bought 80 iShares MBS ETF shares in Q3 2026, an estimated $7.42K.
iShares MBS ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #579 holding.
Hazlett, Burt & Watson first reported a position in iShares MBS ETF in Q1 2022 and has held it in 9 quarters since.
628 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.