MHR
MBB icon

Matthew Hamilton Rosenberg’s iShares MBS ETF MBB Stock Holding History

Matthew Hamilton Rosenberg’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 		$1.76M Buy
19,603
+3,350
+21% +$311K 0.31% 41
2026
Q2 		$1.54M Buy
16,253
+1,656
+11% +$157K 0.29% 40
2026
Q1 		$1.39M Buy
14,597
+1,572
+12% +$150K 0.28% 42
2025
Q4 		$1.24M Buy
13,025
+2,893
+29% +$276K 0.26% 43
2025
Q3 		$964K Buy
10,132
+1,564
+18% +$147K 0.21% 51
2025
Q2 		$804K Sell
8,568
-975
-10% -$90.3K 0.19% 53
2025
Q1 		$895K Buy
9,543
+1,316
+16% +$122K 0.22% 49
2024
Q4 		$754K Buy
8,227
+705
+9% +$65.6K 0.2% 52
2024
Q3 		$721K Buy
7,522
+1,643
+28% +$155K 0.19% 56
2024
Q2 		$534K Buy
5,879
+3,176
+117% +$289K 0.16% 69
2024
Q1 		$248K Buy
2,703
+1,329
+97% +$123K 0.07% 151
2023
Q4 		$129K Buy
1,374
+634
+86% +$56.9K 0.04% 253
2023
Q3 		$65.7K Sell
740
-65
-8% -$5.94K 0.02% 365
2023
Q2 		$75.1K Sell
805
-499
-38% -$46.9K 0.03% 357
2023
Q1 		$124K Sell
1,304
-50
-4% -$4.72K 0.04% 272
2022
Q4 		$126K Sell
1,354
-150
-10% -$13.8K 0.04% 262
2022
Q3 		$138K Sell
1,504
-605
-29% -$58.6K 0.05% 221
2022
Q2 		$207K Sell
2,109
-1,244
-37% -$122K 0.08% 162
2022
Q1 		$342K Sell
3,353
-443
-12% -$46.2K 0.12% 103
2021
Q4 		$408K Buy
3,796
+2,545
+203% +$274K 0.15% 89
2021
Q3 		$135K Buy
1,251
+1,043
+501% +$113K 0.05% 235
2021
Q2 		$23K Hold
208
– – 0.01% 457
2021
Q1 		$23K Buy
208
+195
+1,500% +$21.4K 0.01% 433
2020
Q4 		$1K Buy
+13
New +$1.43K ﹤0.01% 531

Other funds holding MBB

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's MBB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its iShares MBS ETF (MBB) stake by 21% in Q3 2026, buying an estimated $311K and bringing the position to 19,603 shares worth $1.76M. The position accounts for 0.31% of the portfolio, ranked #41.

Matthew Hamilton Rosenberg first reported a position in MBB in Q4 2020 and has held it in 24 quarters since. 45 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Matthew Hamilton Rosenberg held 19,603 shares of iShares MBS ETF worth $1.76M as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 3,350 iShares MBS ETF shares in Q3 2026, an estimated $311K.
  • iShares MBS ETF made up 0.31% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #41 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares MBS ETF in Q4 2020 and has held it in 24 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.