Legacy Advisory Services’s iShares MBS ETF MBB Stock Holding History

Legacy Advisory Services’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	$346K	Buy	+3,856	New	+$358K	0.25%	63

Other funds holding MBB

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Legacy Advisory Services's MBB Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in iShares MBS ETF (MBB) in Q3 2026: 3,856 shares worth $346K. The stake represents 0.25% of the portfolio and ranks #63 among its holdings.

315 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Legacy Advisory Services held 3,856 shares of iShares MBS ETF worth $346K as of Q3 2026.
iShares MBS ETF was a new Legacy Advisory Services position in Q3 2026.
iShares MBS ETF made up 0.25% of Legacy Advisory Services's portfolio in Q3 2026, its #63 holding.
315 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.