LA
MBB icon

Latitude Advisors’s iShares MBS ETF MBB Stock Holding History

Latitude 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 		$894K Buy
9,970
+114
+1% +$10.6K 0.28% 74
2026
Q2 		$932K Buy
9,856
+560
+6% +$53K 0.37% 65
2026
Q1 		$883K Buy
9,296
+799
+9% +$76.3K 0.4% 67
2025
Q4 		$809K Buy
8,497
+1,446
+21% +$138K 0.36% 72
2025
Q3 		$671K Buy
7,051
+569
+9% +$53.5K 0.31% 81
2025
Q2 		$609K Sell
6,482
-546
-8% -$50.6K 0.31% 77
2025
Q1 		$659K Buy
7,028
+129
+2% +$11.9K 0.38% 62
2024
Q4 		$632K Buy
6,899
+164
+2% +$15.3K 0.36% 68
2024
Q3 		$645K Buy
6,735
+896
+15% +$84.7K 0.37% 69
2024
Q2 		$536K Buy
5,839
+1,140
+24% +$104K 0.33% 70
2024
Q1 		$434K Buy
4,699
+991
+27% +$91.7K 0.27% 88
2023
Q4 		$349K Sell
3,708
-711
-16% -$63.8K 0.24% 110
2023
Q3 		$392K Buy
4,419
+565
+15% +$51.6K 0.28% 87
2023
Q2 		$359K Sell
3,854
-1,982
-34% -$186K 0.25% 96
2023
Q1 		$553K Buy
5,836
+1,068
+22% +$101K 0.4% 53
2022
Q4 		$442K Buy
4,768
+620
+15% +$57.2K 0.33% 74
2022
Q3 		$380K Sell
4,148
-791
-16% -$76.7K 0.31% 80
2022
Q2 		$442K Sell
4,939
-11,824
-71% -$1.16M 0.41% 65
2022
Q1 		$1.71M Buy
16,763
+5,419
+48% +$566K 0.38% 52
2021
Q4 		$1.22M Buy
11,344
+1,502
+15% +$162K 0.34% 55
2021
Q3 		$1.06M Buy
9,842
+5,327
+118% +$578K 0.34% 55
2021
Q2 		$489K Buy
4,515
+772
+21% +$83.7K 0.36% 59
2021
Q1 		$406K Buy
3,743
+137
+4% +$15K 0.33% 70
2020
Q4 		$397K Buy
+3,606
New +$397K 0.35% 67

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Latitude Advisors's MBB Position: Q3 2026 in Review

Latitude Advisors increased its iShares MBS ETF (MBB) stake by 1.2% in Q3 2026, buying an estimated $10.6K and bringing the position to 9,970 shares worth $894K. The position accounts for 0.28% of the portfolio, ranked #74.

Latitude Advisors first reported a position in MBB in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.71M in Q1 2022. 378 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Latitude Advisors held 9,970 shares of iShares MBS ETF worth $894K as of Q3 2026.
  • Latitude Advisors bought 114 iShares MBS ETF shares in Q3 2026, an estimated $10.6K.
  • iShares MBS ETF made up 0.28% of Latitude Advisors's portfolio in Q3 2026, its #74 holding.
  • Latitude Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 24 quarters since.
  • Latitude Advisors's iShares MBS ETF position peaked at $1.71M in Q1 2022.
  • 378 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.