Medallion Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Medallion Wealth Advisors’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	$6.9K	Sell	77 -150	-66%	-$13.9K	﹤0.01%	799
2026 Q2	$21.5K	Sell	227 -10	-4%	-$946	0.01%	620
2026 Q1	$22.5K	Buy	237 +1	+0.4%	+$96	0.01%	636
2025 Q4	$22.5K	Hold	236	–	–	0.01%	619
2025 Q3	$22.4K	Buy	236 +1	+0.4%	+$94	0.01%	612
2025 Q2	$22K	Sell	235 -10	-4%	-$927	0.01%	603
2025 Q1	$23K	Buy	245 +2	+0.8%	+$185	0.01%	553
2024 Q4	$22.3K	Buy	+243	New	+$22.6K	0.01%	546

Other funds holding MBB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Medallion Wealth Advisors's MBB Position: Q3 2026 in Review

Medallion Wealth Advisors reduced its iShares MBS ETF (MBB) stake by 66% in Q3 2026, selling an estimated $13.9K and leaving 77 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Medallion Wealth Advisors first reported a position in MBB in Q4 2024 and has held it in 8 quarters since. The position peaked at $23K in Q1 2025. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Medallion Wealth Advisors held 77 shares of iShares MBS ETF worth $6.9K as of Q3 2026.
Medallion Wealth Advisors sold 150 iShares MBS ETF shares in Q3 2026, an estimated $13.9K.
iShares MBS ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q3 2026, its #799 holding.
Medallion Wealth Advisors first reported a position in iShares MBS ETF in Q4 2024 and has held it in 8 quarters since.
Medallion Wealth Advisors's iShares MBS ETF position peaked at $23K in Q1 2025.
820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.