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Independent Wealth Network’s iShares MBS ETF MBB Stock Holding History

Independent Wealth Network’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 		$207K Buy
2,310
+43
+2% +$3.99K 0.05% 316
2026
Q2 		$214K Buy
2,267
+98
+5% +$9.27K 0.05% 302
2026
Q1 		$206K Buy
+2,169
New +$207K 0.06% 276

Other funds holding MBB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Independent Wealth Network's MBB Position: Q3 2026 in Review

Independent Wealth Network increased its iShares MBS ETF (MBB) stake by 1.9% in Q3 2026, buying an estimated $3.99K and bringing the position to 2,310 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #316.

Independent Wealth Network first reported a position in MBB in Q1 2026 and has held it in 3 quarters since. The position peaked at $214K in Q2 2026. 256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Independent Wealth Network held 2,310 shares of iShares MBS ETF worth $207K as of Q3 2026.
  • Independent Wealth Network bought 43 iShares MBS ETF shares in Q3 2026, an estimated $3.99K.
  • iShares MBS ETF made up 0.05% of Independent Wealth Network's portfolio in Q3 2026, its #316 holding.
  • Independent Wealth Network first reported a position in iShares MBS ETF in Q1 2026 and has held it in 3 quarters since.
  • Independent Wealth Network's iShares MBS ETF position peaked at $214K in Q2 2026.
  • 256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.