Hobbs Wealth Management’s iShares MBS ETF MBB Stock Holding History

Hobbs Wealth Management’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	-8,747	Closed	-$827K	–	23
2026 Q2	$827K	Buy	8,747 +980	+13%	+$92.7K	0.7%	16
2026 Q1	$737K	Buy	7,767 +1,285	+20%	+$123K	0.73%	19
2025 Q4	$617K	Buy	6,482 +425	+7%	+$40.5K	0.6%	18
2025 Q3	$576K	Buy	6,057 +305	+5%	+$28.7K	0.48%	27
2025 Q2	$540K	Sell	5,752 -198	-3%	-$18.3K	0.52%	23
2025 Q1	$558K	Sell	5,950 -2,038	-26%	-$188K	0.62%	22
2024 Q4	$732K	Buy	+7,988	New	+$744K	0.84%	19

Other funds holding MBB

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

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

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Hobbs Wealth Management's MBB Position: Q3 2026 in Review

Hobbs Wealth Management sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 8,747 shares — an estimated $827K sold.

Hobbs Wealth Management first reported a position in MBB in Q4 2024 and held it in 7 quarters. The position peaked at $827K in Q2 2026. 476 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Hobbs Wealth Management reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
Hobbs Wealth Management sold 8,747 iShares MBS ETF shares in Q3 2026, an estimated $827K.
Hobbs Wealth Management first reported a position in iShares MBS ETF in Q4 2024 and held it in 7 quarters.
Hobbs Wealth Management's iShares MBS ETF position peaked at $827K in Q2 2026.
476 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Hobbs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.