Midwest Trust
MBB icon

Midwest Trust’s iShares MBS ETF MBB Stock Holding History

Midwest Trust’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 		$2.33M Buy
26,023
+34
+0.1% +$3.15K 0.03% 291
2026
Q2 		$2.46M Buy
25,989
+1,843
+8% +$174K 0.03% 282
2026
Q1 		$2.29M Buy
24,146
+20,419
+548% +$1.95M 0.03% 274
2025
Q4 		$355K Buy
3,727
+514
+16% +$49K ﹤0.01% 481
2025
Q3 		$306K Sell
3,213
-151
-4% -$14.2K ﹤0.01% 502
2025
Q2 		$316K Buy
+3,364
New +$312K ﹤0.01% 510

Other funds holding MBB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Midwest Trust's MBB Position: Q3 2026 in Review

Midwest Trust increased its iShares MBS ETF (MBB) stake by 0.13% in Q3 2026, buying an estimated $3.15K and bringing the position to 26,023 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #291.

Midwest Trust first reported a position in MBB in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.46M in Q2 2026. 544 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Midwest Trust held 26,023 shares of iShares MBS ETF worth $2.33M as of Q3 2026.
  • Midwest Trust bought 34 iShares MBS ETF shares in Q3 2026, an estimated $3.15K.
  • iShares MBS ETF made up 0.03% of Midwest Trust's portfolio in Q3 2026, its #291 holding.
  • Midwest Trust first reported a position in iShares MBS ETF in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's iShares MBS ETF position peaked at $2.46M in Q2 2026.
  • 544 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.