Hexagon Capital Partners
MBB icon

Hexagon Capital Partners’s iShares MBS ETF MBB Stock Holding History

Hexagon Capital Partners’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 		$3.62M Sell
40,359
-2,619
-6% -$243K 0.52% 23
2026
Q2 		$4.06M Buy
42,978
+4,643
+12% +$439K 0.57% 20
2026
Q1 		$3.64M Buy
38,335
+4,160
+12% +$397K 0.53% 19
2025
Q4 		$3.25M Buy
34,175
+2,086
+7% +$199K 0.6% 19
2025
Q3 		$3.05M Buy
32,089
+3,332
+12% +$313K 0.61% 18
2025
Q2 		$2.7M Buy
28,757
+2,606
+10% +$241K 0.6% 15
2025
Q1 		$2.45M Buy
26,151
+9,017
+53% +$834K 0.46% 16
2024
Q4 		$1.57M Buy
17,134
+2,015
+13% +$188K 0.29% 24
2024
Q3 		$1.45M Buy
15,119
+143
+1% +$13.5K 0.28% 27
2024
Q2 		$1.37M Sell
14,976
-290
-2% -$26.4K 0.3% 26
2024
Q1 		$1.41M Buy
15,266
+4,515
+42% +$418K 0.31% 24
2023
Q4 		$1.01M Buy
10,751
+5,326
+98% +$478K 0.24% 37
2023
Q3 		$482K Buy
5,425
+2,481
+84% +$227K 0.13% 79
2023
Q2 		$275K Buy
2,944
+279
+10% +$26.2K 0.07% 129
2023
Q1 		$252K Sell
2,665
-34
-1% -$3.21K 0.07% 129
2022
Q4 		$250K Sell
2,699
-1,042
-28% -$96.1K 0.07% 133
2022
Q3 		$343K Buy
3,741
+1,236
+49% +$120K 0.1% 109
2022
Q2 		$244K Buy
2,505
+474
+23% +$46.5K 0.07% 152
2022
Q1 		$207K Sell
2,031
-73
-3% -$7.62K 0.05% 178
2021
Q4 		$226K Buy
2,104
+47
+2% +$5.06K 0.06% 170
2021
Q3 		$222K Buy
2,057
+437
+27% +$47.4K 0.06% 149
2021
Q2 		$175K Buy
1,620
+50
+3% +$5.42K 0.05% 167
2021
Q1 		$170K Buy
1,570
+18
+1% +$1.97K 0.05% 149
2020
Q4 		$170K Sell
1,552
-45
-3% -$4.96K 0.05% 133
2020
Q3 		$175K Buy
+1,597
New +$177K 0.06% 121

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UBS Group
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TIAA Wealth Investment Management
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TIAA-CREF Individual & Institutional Services
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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
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 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

Hexagon Capital Partners's MBB Position: Q3 2026 in Review

Hexagon Capital Partners reduced its iShares MBS ETF (MBB) stake by 6.1% in Q3 2026, selling an estimated $243K and leaving 40,359 shares worth $3.62M. The position accounts for 0.52% of the portfolio, ranked #23.

Hexagon Capital Partners first reported a position in MBB in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.06M in Q2 2026. 734 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Hexagon Capital Partners held 40,359 shares of iShares MBS ETF worth $3.62M as of Q3 2026.
  • Hexagon Capital Partners sold 2,619 iShares MBS ETF shares in Q3 2026, an estimated $243K.
  • iShares MBS ETF made up 0.52% of Hexagon Capital Partners's portfolio in Q3 2026, its #23 holding.
  • Hexagon Capital Partners first reported a position in iShares MBS ETF in Q3 2020 and has held it in 25 quarters since.
  • Hexagon Capital Partners's iShares MBS ETF position peaked at $4.06M in Q2 2026.
  • 734 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Hexagon Capital Partners's 13F filing for Q3 2026, filed 12 Nov 2026.