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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Horizon Financial Services's MBB Position: Q2 2026 in Review

Horizon Financial Services opened a new position in iShares MBS ETF (MBB) in Q2 2026: 11 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Horizon Financial Services previously reported a position in MBB as recently as Q1 2021.

Horizon Financial Services first reported a position in MBB in Q1 2021 and has held it in 2 quarters since. The position peaked at $3K in Q1 2021. 247 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Horizon Financial Services held 11 shares of iShares MBS ETF worth $1.04K as of Q2 2026.
  • iShares MBS ETF was a new Horizon Financial Services position in Q2 2026.
  • iShares MBS ETF made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #538 holding.
  • Horizon Financial Services first reported a position in iShares MBS ETF in Q1 2021 and has held it in 2 quarters since.
  • Horizon Financial Services's iShares MBS ETF position peaked at $3K in Q1 2021.
  • 247 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.