MJT & Associates Financial Advisory’s iShares MBS ETF MBB Stock Holding History

MJT & Associates Financial Advisory’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	$3.5K	Hold	39	–	–	﹤0.01%	305
2026 Q2	$3.69K	Sell	39 -9	-19%	-$851	﹤0.01%	318
2026 Q1	$4.56K	Hold	48	–	–	﹤0.01%	276
2025 Q4	$4.57K	Sell	48 -86	-64%	-$8.2K	﹤0.01%	290
2025 Q3	$12.8K	Sell	134 -5,951	-98%	-$559K	0.01%	168
2025 Q2	$571K	Sell	6,085 -84	-1%	-$7.78K	0.71%	16
2025 Q1	$579K	Buy	+6,169	New	+$571K	0.56%	19

Other funds holding MBB

FWCM

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

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

AWE

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

BSB

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MJT & Associates Financial Advisory's MBB Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares MBS ETF (MBB) position steady in Q3 2026 at 39 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

MJT & Associates Financial Advisory first reported a position in MBB in Q1 2025 and has held it in 7 quarters since. The position peaked at $579K in Q1 2025. 45 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

MJT & Associates Financial Advisory held 39 shares of iShares MBS ETF worth $3.5K as of Q3 2026.
MJT & Associates Financial Advisory left its iShares MBS ETF share count unchanged in Q3 2026.
iShares MBS ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #305 holding.
MJT & Associates Financial Advisory first reported a position in iShares MBS ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's iShares MBS ETF position peaked at $579K in Q1 2025.
45 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.