McKinley Carter Wealth Services
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McKinley Carter Wealth Services’s iShares MBS ETF MBB Stock Holding History

McKinley Carter Wealth Services’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 		$18.5M Sell
206,345
-2,485
-1% -$230K 0.94% 21
2026
Q2 		$19.7M Buy
208,830
+32,615
+19% +$3.08M 1.02% 18
2026
Q1 		$16.7M Buy
176,215
+104,475
+146% +$10M 0.96% 19
2025
Q4 		$6.83M Buy
71,740
+22,107
+45% +$2.11M 0.38% 61
2025
Q3 		$4.72M Sell
49,633
-1,041
-2% -$97.8K 0.25% 75
2025
Q2 		$4.76M Sell
50,674
-603
-1% -$55.9K 0.26% 73
2025
Q1 		$4.81M Sell
51,277
-36,425
-42% -$3.37M 0.3% 67
2024
Q4 		$8.04M Buy
87,702
+5,010
+6% +$466K 0.49% 47
2024
Q3 		$7.92M Buy
82,692
+1,640
+2% +$155K 0.48% 47
2024
Q2 		$7.44M Buy
81,052
+1,248
+2% +$114K 0.47% 51
2024
Q1 		$7.38M Sell
79,804
-52,801
-40% -$4.88M 0.49% 51
2023
Q4 		$12.5M Buy
132,605
+712
+0.5% +$63.9K 0.91% 24
2023
Q3 		$11.7M Buy
131,893
+9,745
+8% +$891K 0.93% 24
2023
Q2 		$11.4M Buy
122,148
+10,193
+9% +$959K 0.86% 25
2023
Q1 		$10.6M Buy
111,955
+30,173
+37% +$2.85M 0.83% 26
2022
Q4 		$7.59M Sell
81,782
-6,604
-7% -$609K 0.64% 32
2022
Q3 		$8.09M Buy
88,386
+1,419
+2% +$138K 0.75% 27
2022
Q2 		$8.48M Buy
86,967
+1,890
+2% +$185K 0.75% 27
2022
Q1 		$8.67M Buy
85,077
+11,063
+15% +$1.15M 0.68% 30
2021
Q4 		$7.95M Buy
74,014
+15,009
+25% +$1.62M 0.59% 39
2021
Q3 		$6.38M Buy
59,005
+5,575
+10% +$605K 0.52% 40
2021
Q2 		$5.78M Buy
53,430
+5,721
+12% +$620K 0.48% 46
2021
Q1 		$5.17M Buy
47,709
+43,561
+1,050% +$4.77M 0.44% 53
2020
Q4 		$457K Buy
+4,148
New +$457K 0.06% 171

Other funds holding MBB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

McKinley Carter Wealth Services's MBB Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its iShares MBS ETF (MBB) stake by 1.2% in Q3 2026, selling an estimated $230K and leaving 206,345 shares worth $18.5M. The position accounts for 0.94% of the portfolio, ranked #21.

McKinley Carter Wealth Services first reported a position in MBB in Q4 2020 and has held it in 24 quarters since. The position peaked at $19.7M in Q2 2026. 609 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • McKinley Carter Wealth Services held 206,345 shares of iShares MBS ETF worth $18.5M as of Q3 2026.
  • McKinley Carter Wealth Services sold 2,485 iShares MBS ETF shares in Q3 2026, an estimated $230K.
  • iShares MBS ETF made up 0.94% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #21 holding.
  • McKinley Carter Wealth Services first reported a position in iShares MBS ETF in Q4 2020 and has held it in 24 quarters since.
  • McKinley Carter Wealth Services's iShares MBS ETF position peaked at $19.7M in Q2 2026.
  • 609 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.