MBE Wealth Management
SLV icon

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
Q3 		$483K Hold
8,866
– – 0.17% 90
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Richard C. Young & Co
Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

MBE Wealth Management's SLV Position: Q3 2026 in Review

MBE Wealth Management held its iShares Silver Trust (SLV) position steady in Q3 2026 at 8,866 shares worth $483K. The position accounts for 0.17% of the portfolio, ranked #90.

MBE Wealth Management first reported a position in SLV in Q1 2020 and has held it in 14 quarters since. The position peaked at $620K in Q4 2025. 988 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • MBE Wealth Management held 8,866 shares of iShares Silver Trust worth $483K as of Q3 2026.
  • MBE Wealth Management left its iShares Silver Trust share count unchanged in Q3 2026.
  • iShares Silver Trust made up 0.17% of MBE Wealth Management's portfolio in Q3 2026, its #90 holding.
  • MBE Wealth Management first reported a position in iShares Silver Trust in Q1 2020 and has held it in 14 quarters since.
  • MBE Wealth Management's iShares Silver Trust position peaked at $620K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.