Highline Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Highline Wealth 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	$12K	Hold	134	–	–	﹤0.01%	621
2026 Q2	$12.7K	Hold	134	–	–	﹤0.01%	502
2026 Q1	$12.7K	Hold	134	–	–	﹤0.01%	397
2025 Q4	$12.8K	Sell	134 -106	-44%	-$10.1K	﹤0.01%	341
2025 Q3	$22.8K	Buy	240 +232	+2,900%	+$21.8K	0.01%	251
2025 Q2	$751	Buy	+8	New	+$741	﹤0.01%	754
2025 Q1	–	Sell	-7	Closed	-$642	–	1039
2024 Q4	$642	Buy	+7	New	+$652	﹤0.01%	567
2024 Q2	–	Sell	-541	Closed	-$50K	–	579
2024 Q1	$50K	Buy	541 +511	+1,703%	+$47.3K	0.02%	137
2023 Q4	$2.82K	Buy	+30	New	+$2.69K	﹤0.01%	281

Other funds holding MBB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Highline Wealth Partners's MBB Position: Q3 2026 in Review

Highline Wealth Partners held its iShares MBS ETF (MBB) position steady in Q3 2026 at 134 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Highline Wealth Partners first reported a position in MBB in Q4 2023 and has held it in 9 quarters since. The position peaked at $50K in Q1 2024. 219 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Highline Wealth Partners held 134 shares of iShares MBS ETF worth $12K as of Q3 2026.
Highline Wealth Partners left its iShares MBS ETF share count unchanged in Q3 2026.
iShares MBS ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #621 holding.
Highline Wealth Partners first reported a position in iShares MBS ETF in Q4 2023 and has held it in 9 quarters since.
Highline Wealth Partners's iShares MBS ETF position peaked at $50K in Q1 2024.
219 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.