Hoese & Co’s iShares MBS ETF MBB Stock Holding History

Hoese & Co’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	-4	Closed	-$378	–	176
2026 Q2	$378	Buy	+4	New	+$378	﹤0.01%	181

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

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Hoese & Co's MBB Position: Q3 2026 in Review

Hoese & Co sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 4 shares — an estimated $378 sold.

Hoese & Co first reported a position in MBB in Q2 2026 and held it in 1 quarter. The position peaked at $378 in Q2 2026. 256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Hoese & Co reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
Hoese & Co sold 4 iShares MBS ETF shares in Q3 2026, an estimated $378.
Hoese & Co first reported a position in iShares MBS ETF in Q2 2026 and held it in 1 quarter.
Hoese & Co's iShares MBS ETF position peaked at $378 in Q2 2026.
256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.