MBE Wealth Management’s iShares Silver Trust SLV Stock Holding History

MBE Wealth Management’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$474K	Buy	8,866 +278	+3%	+$18.4K	0.17%	85
2026 Q1	$585K	Sell	8,588 -1,030	-11%	-$78.3K	0.24%	55
2025 Q4	$620K	Buy	9,618 +525	+6%	+$26.3K	0.26%	51
2025 Q3	$385K	Buy	9,093 +100	+1%	+$3.59K	0.17%	78
2025 Q2	$295K	Sell	8,993 -388	-4%	-$11.9K	0.13%	97
2025 Q1	$291K	Buy	9,381 +831	+10%	+$24.1K	0.14%	90
2024 Q4	$225K	Hold	8,550	–	–	0.13%	90
2024 Q3	$243K	Sell	8,550 -350	-4%	-$9.4K	0.13%	85
2024 Q2	$236K	Buy	+8,900	New	+$234K	0.14%	78
2022 Q2	–	Sell	-10,452	Closed	-$239K	–	70
2022 Q1	$239K	Buy	10,452 +1,140	+12%	+$25.3K	0.14%	59
2021 Q4	$200K	Buy	+9,312	New	+$201K	0.1%	65
2021 Q1	–	Sell	-12,719	Closed	-$312K	–	63
2020 Q4	$312K	Buy	+12,719	New	+$289K	0.21%	38
2020 Q2	–	Sell	-7,216	Closed	-$94K	–	426
2020 Q1	$94K	Buy	+7,216	New	+$113K	0.09%	75

Other funds holding SLV

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MBE Wealth Management's SLV Position: Q2 2026 in Review

MBE Wealth Management increased its iShares Silver Trust (SLV) stake by 3.2% in Q2 2026, buying an estimated $18.4K and bringing the position to 8,866 shares worth $474K. The position accounts for 0.17% of the portfolio, ranked #85.

MBE Wealth Management first reported a position in SLV in Q1 2020 and has held it in 13 quarters since. The position peaked at $620K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

MBE Wealth Management held 8,866 shares of iShares Silver Trust worth $474K as of Q2 2026.
MBE Wealth Management bought 278 iShares Silver Trust shares in Q2 2026, an estimated $18.4K.
iShares Silver Trust made up 0.17% of MBE Wealth Management's portfolio in Q2 2026, its #85 holding.
MBE Wealth Management first reported a position in iShares Silver Trust in Q1 2020 and has held it in 13 quarters since.
MBE Wealth Management's iShares Silver Trust position peaked at $620K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.