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Insight Wealth Strategies’s iShares MBS ETF MBB Stock Holding History

Insight Wealth Strategies’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 		$4.44M Buy
49,492
+1,577
+3% +$146K 0.44% 75
2026
Q2 		$4.5M Buy
47,915
+3,277
+7% +$310K 0.44% 77
2026
Q1 		$4.24M Buy
44,638
+3,021
+7% +$289K 0.47% 68
2025
Q4 		$3.96M Buy
41,617
+373
+0.9% +$35.6K 0.45% 75
2025
Q3 		$3.92M Sell
41,244
-169
-0.4% -$15.9K 0.46% 72
2025
Q2 		$3.87M Sell
41,413
-1,051
-2% -$97.4K 0.49% 68
2025
Q1 		$3.98M Sell
42,464
-250,661
-86% -$23.2M 0.54% 54
2024
Q4 		$26.9M Buy
293,125
+23,419
+9% +$2.18M 3.6% 4
2024
Q3 		$25.8M Buy
269,706
+229,171
+565% +$21.7M 3.4% 7
2024
Q2 		$3.72M Buy
40,535
+3,644
+10% +$332K 0.53% 46
2024
Q1 		$3.41M Buy
36,891
+1,963
+6% +$182K 0.5% 47
2023
Q4 		$3.29M Buy
34,928
+3,383
+11% +$303K 0.53% 34
2023
Q3 		$2.8M Sell
31,545
-183,789
-85% -$16.8M 0.54% 36
2023
Q2 		$20.1M Sell
215,334
-500
-0.2% -$47K 3.84% 12
2023
Q1 		$20.4M Sell
215,834
-8,214
-4% -$776K 4.01% 12
2022
Q4 		$20.8M Buy
224,048
+1,445
+0.6% +$133K 4.02% 12
2022
Q3 		$21.7M Hold
222,603
– – 4.03% 12
2022
Q2 		$21.7M Buy
222,603
+3,387
+2% +$332K 4.03% 12
2022
Q1 		$22.3M Buy
219,216
+6,489
+3% +$677K 3.29% 16
2021
Q4 		$22.9M Sell
212,727
-5,688
-3% -$612K 3.26% 14
2021
Q3 		$23.6M Buy
218,415
+7,861
+4% +$853K 3.32% 14
2021
Q2 		$22.8M Sell
210,554
-11,566
-5% -$1.25M 3.24% 16
2021
Q1 		$24.1M Sell
222,120
-4,705
-2% -$515K 3.23% 14
2020
Q4 		$25M Buy
226,825
+13,149
+6% +$1.45M 4.24% 6
2020
Q3 		$23.6M Sell
213,676
-25,708
-11% -$2.84M 4.38% 6
2020
Q2 		$26.5M Sell
239,384
-4,896
-2% -$542K 5.9% 4
2020
Q1 		$27M Sell
244,280
-3,716
-1% -$404K 7.18% 3
2019
Q4 		$26.8M Buy
247,996
+8,122
+3% +$877K 5.67% 2
2019
Q3 		$26M Buy
239,874
+19,493
+9% +$2.1M 6.1% 2
2019
Q2 		$23.7M Buy
220,381
+24,188
+12% +$2.57M 5.8% 3
2019
Q1 		$20.9M Buy
196,193
+180,377
+1,140% +$19M 5.83% 3
2018
Q4 		$1.66M Buy
+15,816
New +$1.63M 0.51% 31

Other funds holding MBB

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies's MBB Position: Q3 2026 in Review

Insight Wealth Strategies increased its iShares MBS ETF (MBB) stake by 3.3% in Q3 2026, buying an estimated $146K and bringing the position to 49,492 shares worth $4.44M. The position accounts for 0.44% of the portfolio, ranked #75.

Insight Wealth Strategies first reported a position in MBB in Q4 2018 and has held it in 32 quarters since. The position peaked at $27M in Q1 2020. 45 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Insight Wealth Strategies held 49,492 shares of iShares MBS ETF worth $4.44M as of Q3 2026.
  • Insight Wealth Strategies bought 1,577 iShares MBS ETF shares in Q3 2026, an estimated $146K.
  • iShares MBS ETF made up 0.44% of Insight Wealth Strategies's portfolio in Q3 2026, its #75 holding.
  • Insight Wealth Strategies first reported a position in iShares MBS ETF in Q4 2018 and has held it in 32 quarters since.
  • Insight Wealth Strategies's iShares MBS ETF position peaked at $27M in Q1 2020.
  • 45 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.