Madson Wealth Advisors’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
Other funds holding MBB
TWIM
TCIIS
Madson Wealth Advisors's MBB Position: Q2 2026 in Review
Madson Wealth Advisors reduced its iShares MBS ETF (MBB) stake by 20% in Q2 2026, selling an estimated $255K and leaving 10,693 shares worth $1.01M. The position accounts for 0.69% of the portfolio, ranked #30.
Madson Wealth Advisors first reported a position in MBB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.27M in Q1 2026. 1,018 funds tracked by Wall St. Rank hold MBB as of Q2 2026.
- Madson Wealth Advisors held 10,693 shares of iShares MBS ETF worth $1.01M as of Q2 2026.
- Madson Wealth Advisors sold 2,693 iShares MBS ETF shares in Q2 2026, an estimated $255K.
- iShares MBS ETF made up 0.69% of Madson Wealth Advisors's portfolio in Q2 2026, its #30 holding.
- Madson Wealth Advisors first reported a position in iShares MBS ETF in Q1 2026 and has held it in 2 quarters since.
- Madson Wealth Advisors's iShares MBS ETF position peaked at $1.27M in Q1 2026.
- 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.
Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.