Horizon Financial Services
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Horizon Financial Services’s iShares MBS ETF MBB Stock Holding History

Horizon Financial Services’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 		$986 Hold
11
– – ﹤0.01% 535
2026
Q2 		$1.04K Buy
+11
New +$1.04K ﹤0.01% 538
2021
Q2 		– Sell
-24
Closed -$3K – 156
2021
Q1 		$3K Buy
+24
New +$2.63K ﹤0.01% 89

Other funds holding MBB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Horizon Financial Services's MBB Position: Q3 2026 in Review

Horizon Financial Services held its iShares MBS ETF (MBB) position steady in Q3 2026 at 11 shares worth $986. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Horizon Financial Services first reported a position in MBB in Q1 2021 and has held it in 3 quarters since. The position peaked at $3K in Q1 2021. 628 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Horizon Financial Services held 11 shares of iShares MBS ETF worth $986 as of Q3 2026.
  • Horizon Financial Services left its iShares MBS ETF share count unchanged in Q3 2026.
  • iShares MBS ETF made up ﹤0.01% of Horizon Financial Services's portfolio in Q3 2026, its #535 holding.
  • Horizon Financial Services first reported a position in iShares MBS ETF in Q1 2021 and has held it in 3 quarters since.
  • Horizon Financial Services's iShares MBS ETF position peaked at $3K in Q1 2021.
  • 628 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.