IVC Wealth Advisors
MBB icon

IVC Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

IVC Wealth Advisors’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 		$557K Sell
6,217
-37
-0.6% -$3.43K 0.22% 81
2026
Q2 		$591K Buy
6,254
+463
+8% +$43.8K 0.23% 79
2026
Q1 		$550K Buy
5,791
+27
+0.5% +$2.58K 0.24% 80
2025
Q4 		$549K Buy
5,764
+245
+4% +$23.4K 0.24% 79
2025
Q3 		$525K Buy
5,519
+1,739
+46% +$163K 0.23% 78
2025
Q2 		$355K Buy
3,780
+97
+3% +$8.99K 0.17% 107
2025
Q1 		$345K Sell
3,683
-171
-4% -$15.8K 0.19% 108
2024
Q4 		$353K Buy
3,854
+202
+6% +$18.8K 0.2% 96
2024
Q3 		$350K Sell
3,652
-387
-10% -$36.6K 0.19% 107
2024
Q2 		$371K Sell
4,039
-27
-0.7% -$2.46K 0.21% 104
2024
Q1 		$376K Sell
4,066
-128
-3% -$11.8K 0.22% 104
2023
Q4 		$395K Sell
4,194
-200
-5% -$17.9K 0.25% 92
2023
Q3 		$390K Buy
4,394
+432
+11% +$39.5K 0.26% 94
2023
Q2 		$370K Buy
3,962
+376
+10% +$35.4K 0.23% 98
2023
Q1 		$340K Buy
3,586
+113
+3% +$10.7K 0.24% 94
2022
Q4 		$322K Sell
3,473
-635
-15% -$58.6K 0.24% 100
2022
Q3 		$376K Buy
4,108
+486
+13% +$47.1K 0.3% 79
2022
Q2 		$353K Buy
3,622
+1,363
+60% +$134K 0.27% 91
2022
Q1 		$230K Buy
+2,259
New +$236K 0.15% 135

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

IVC Wealth Advisors's MBB Position: Q3 2026 in Review

IVC Wealth Advisors reduced its iShares MBS ETF (MBB) stake by 0.59% in Q3 2026, selling an estimated $3.43K and leaving 6,217 shares worth $557K. The position accounts for 0.22% of the portfolio, ranked #81.

IVC Wealth Advisors first reported a position in MBB in Q1 2022 and has held it in 19 quarters since. The position peaked at $591K in Q2 2026. 256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • IVC Wealth Advisors held 6,217 shares of iShares MBS ETF worth $557K as of Q3 2026.
  • IVC Wealth Advisors sold 37 iShares MBS ETF shares in Q3 2026, an estimated $3.43K.
  • iShares MBS ETF made up 0.22% of IVC Wealth Advisors's portfolio in Q3 2026, its #81 holding.
  • IVC Wealth Advisors first reported a position in iShares MBS ETF in Q1 2022 and has held it in 19 quarters since.
  • IVC Wealth Advisors's iShares MBS ETF position peaked at $591K in Q2 2026.
  • 256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.