Meriwether Wealth & Planning’s iShares MBS ETF MBB Stock Holding History

Meriwether Wealth & Planning’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	$81.1K	Buy	+905	New	+$83.9K	0.04%	202

Other funds holding MBB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Meriwether Wealth & Planning's MBB Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in iShares MBS ETF (MBB) in Q3 2026: 905 shares worth $81.1K. The stake represents 0.04% of the portfolio and ranks #202 among its holdings.

256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Meriwether Wealth & Planning held 905 shares of iShares MBS ETF worth $81.1K as of Q3 2026.
iShares MBS ETF was a new Meriwether Wealth & Planning position in Q3 2026.
iShares MBS ETF made up 0.04% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #202 holding.
256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.