IFP Advisors
SMBS icon

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
Q3 		– Sell
-1,289
Closed -$32.8K – 5420
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

Schwallier Wealth Management
Schwallier Wealth Management Grand Rapids, Michigan $157M AUM 10.94% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Aspetuck Financial Management
Aspetuck Financial Management Westport, Connecticut $156M AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CFG
Chapman Financial Group Kailua, Hawaii $152M AUM 17.48% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

IFP Advisors's SMBS Position: Q3 2026 in Review

IFP Advisors sold out of Schwab Mortgage-Backed Securities ETF (SMBS) in Q3 2026, closing a stake of 1,289 shares — an estimated $32.8K sold.

IFP Advisors first reported a position in SMBS in Q4 2025 and held it in 3 quarters. The position peaked at $213K in Q4 2025. 41 funds tracked by Wall St. Rank hold SMBS as of Q3 2026.

  • IFP Advisors reported no remaining Schwab Mortgage-Backed Securities ETF position as of Q3 2026 after selling out during the quarter.
  • IFP Advisors sold 1,289 Schwab Mortgage-Backed Securities ETF shares in Q3 2026, an estimated $32.8K.
  • IFP Advisors first reported a position in Schwab Mortgage-Backed Securities ETF in Q4 2025 and held it in 3 quarters.
  • IFP Advisors's Schwab Mortgage-Backed Securities ETF position peaked at $213K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Schwab Mortgage-Backed Securities ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.