LongView Wealth Management’s iShares MBS ETF MBB Stock Holding History

LongView Wealth Management’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	$257K	Sell	2,864 -5,460	-66%	-$506K	0.06%	205
2026 Q2	$787K	Sell	8,324 -1,563	-16%	-$148K	0.2%	99
2026 Q1	$944K	Buy	9,887 +1,050	+12%	+$100K	0.24%	93
2025 Q4	$845K	Buy	8,837 +4,968	+128%	+$474K	0.2%	104
2025 Q3	$368K	Sell	3,869 -142	-4%	-$13.3K	0.1%	152
2025 Q2	$377K	Buy	4,011 +227	+6%	+$21K	0.11%	142
2025 Q1	$355K	Buy	3,784 +327	+9%	+$30.2K	0.11%	147
2024 Q4	$317K	Buy	3,457 +461	+15%	+$42.9K	0.1%	153
2024 Q3	$287K	Sell	2,996 -531	-15%	-$50.2K	0.09%	165
2024 Q2	$324K	Sell	3,527 -688	-16%	-$62.7K	0.12%	137
2024 Q1	$390K	Sell	4,215 -1,772	-30%	-$164K	0.15%	124
2023 Q4	$558K	Buy	+5,987	New	+$537K	0.25%	86

Other funds holding MBB

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

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

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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

LongView Wealth Management's MBB Position: Q3 2026 in Review

LongView Wealth Management reduced its iShares MBS ETF (MBB) stake by 66% in Q3 2026, selling an estimated $506K and leaving 2,864 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #205.

LongView Wealth Management first reported a position in MBB in Q4 2023 and has held it in 12 quarters since. The position peaked at $944K in Q1 2026. 171 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

LongView Wealth Management held 2,864 shares of iShares MBS ETF worth $257K as of Q3 2026.
LongView Wealth Management sold 5,460 iShares MBS ETF shares in Q3 2026, an estimated $506K.
iShares MBS ETF made up 0.06% of LongView Wealth Management's portfolio in Q3 2026, its #205 holding.
LongView Wealth Management first reported a position in iShares MBS ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's iShares MBS ETF position peaked at $944K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.