Legacy Edge Advisors
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Legacy Edge Advisors’s iShares MBS ETF MBB Stock Holding History

Legacy Edge 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 		$777K Buy
8,673
+1,120
+15% +$104K 0.07% 115
2026
Q2 		$714K Sell
7,553
-845
-10% -$79.9K 0.07% 116
2026
Q1 		$797K Sell
8,398
-9,318
-53% -$890K 0.08% 104
2025
Q4 		$1.69M Buy
17,716
+3,717
+27% +$355K 0.18% 67
2025
Q3 		$1.33M Sell
13,999
-13,760
-50% -$1.29M 0.16% 79
2025
Q2 		$2.61M Buy
27,759
+19,589
+240% +$1.82M 0.35% 43
2025
Q1 		$766K Buy
8,170
+1,385
+20% +$128K 0.12% 88
2024
Q4 		$623K Sell
6,785
-39
-0.6% -$3.63K 0.1% 95
2024
Q3 		$654K Sell
6,824
-642
-9% -$60.7K 0.1% 94
2024
Q2 		$685K Buy
7,466
+2,661
+55% +$242K 0.13% 88
2024
Q1 		$444K Buy
4,805
+2,334
+94% +$216K 0.09% 99
2023
Q4 		$232K Buy
+2,471
New +$222K 0.05% 144

Other funds holding MBB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Legacy Edge Advisors's MBB Position: Q3 2026 in Review

Legacy Edge Advisors increased its iShares MBS ETF (MBB) stake by 15% in Q3 2026, buying an estimated $104K and bringing the position to 8,673 shares worth $777K. The position accounts for 0.07% of the portfolio, ranked #115.

Legacy Edge Advisors first reported a position in MBB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.61M in Q2 2025. 628 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Legacy Edge Advisors held 8,673 shares of iShares MBS ETF worth $777K as of Q3 2026.
  • Legacy Edge Advisors bought 1,120 iShares MBS ETF shares in Q3 2026, an estimated $104K.
  • iShares MBS ETF made up 0.07% of Legacy Edge Advisors's portfolio in Q3 2026, its #115 holding.
  • Legacy Edge Advisors first reported a position in iShares MBS ETF in Q4 2023 and has held it in 12 quarters since.
  • Legacy Edge Advisors's iShares MBS ETF position peaked at $2.61M in Q2 2025.
  • 628 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.