IA
SMBS

IFP Advisors’s Schwab Mortgage-Backed Securities ETF SMBS Stock Holding History

IFP Advisors’s Portfolio SMBS Stock Details SMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.8K Sell
1,289
-59
-4% -$1.5K ﹤0.01% 2662
2026
Q1 		$34.4K Sell
1,348
-6,965
-84% -$179K ﹤0.01% 2466
2025
Q4 		$213K Buy
+8,313
New +$214K ﹤0.01% 1342

Other funds holding SMBS

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

IFP Advisors's SMBS Position: Q2 2026 in Review

IFP Advisors reduced its Schwab Mortgage-Backed Securities ETF (SMBS) stake by 4.4% in Q2 2026, selling an estimated $1.5K and leaving 1,289 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

IFP Advisors first reported a position in SMBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $213K in Q4 2025. 12 funds tracked by Wall St. Rank hold SMBS as of Q2 2026.

  • IFP Advisors held 1,289 shares of Schwab Mortgage-Backed Securities ETF worth $32.8K as of Q2 2026.
  • IFP Advisors sold 59 Schwab Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $1.5K.
  • Schwab Mortgage-Backed Securities ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2662 holding.
  • IFP Advisors first reported a position in Schwab Mortgage-Backed Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • IFP Advisors's Schwab Mortgage-Backed Securities ETF position peaked at $213K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.