Intelligence Driven Advisers’s iShares MBS ETF MBB Stock Holding History

Intelligence Driven Advisers’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	$2.35M	Buy	26,218 +11,473	+78%	+$1.06M	0.41%	33
2026 Q2	$1.39M	Sell	14,745 -1,445	-9%	-$137K	0.23%	43
2026 Q1	$1.54M	Sell	16,190 -1,428	-8%	-$136K	0.27%	35
2025 Q4	$1.68M	Sell	17,618 -2,040	-10%	-$195K	0.24%	37
2025 Q3	$1.87M	Sell	19,658 -217	-1%	-$20.4K	0.26%	33
2025 Q2	$1.87M	Buy	+19,875	New	+$1.84M	0.28%	32
2022 Q2	–	Sell	-2,406	Closed	-$241K	–	101
2022 Q1	$241K	Buy	+2,406	New	+$251K	0.04%	83

Other funds holding MBB

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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

Intelligence Driven Advisers's MBB Position: Q3 2026 in Review

Intelligence Driven Advisers increased its iShares MBS ETF (MBB) stake by 78% in Q3 2026, buying an estimated $1.06M and bringing the position to 26,218 shares worth $2.35M. The position accounts for 0.41% of the portfolio, ranked #33.

Intelligence Driven Advisers first reported a position in MBB in Q1 2022 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Intelligence Driven Advisers held 26,218 shares of iShares MBS ETF worth $2.35M as of Q3 2026.
Intelligence Driven Advisers bought 11,473 iShares MBS ETF shares in Q3 2026, an estimated $1.06M.
iShares MBS ETF made up 0.41% of Intelligence Driven Advisers's portfolio in Q3 2026, its #33 holding.
Intelligence Driven Advisers first reported a position in iShares MBS ETF in Q1 2022 and has held it in 7 quarters since.
45 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.