VAQUERO PRIVATE WEALTH, LTD’s iShares MBS ETF MBB Stock Holding History

VAQUERO PRIVATE WEALTH, LTD’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 Q2	$3.54M	Buy	+37,444	New	+$3.54M	0.73%	42

Other funds holding MBB

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

VAQUERO PRIVATE WEALTH, LTD's MBB Position: Q2 2026 in Review

VAQUERO PRIVATE WEALTH, LTD opened a new position in iShares MBS ETF (MBB) in Q2 2026: 37,444 shares worth $3.54M. The stake represents 0.73% of the portfolio and ranks #42 among its holdings.

187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

VAQUERO PRIVATE WEALTH, LTD held 37,444 shares of iShares MBS ETF worth $3.54M as of Q2 2026.
iShares MBS ETF was a new VAQUERO PRIVATE WEALTH, LTD position in Q2 2026.
iShares MBS ETF made up 0.73% of VAQUERO PRIVATE WEALTH, LTD's portfolio in Q2 2026, its #42 holding.
187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on VAQUERO PRIVATE WEALTH, LTD's 13F filing for Q2 2026, filed 17 Jul 2026.