Monument Capital Management
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Monument Capital Management’s iShares MBS ETF MBB Stock Holding History

Monument Capital Management’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 		$5.09M Buy
56,820
+4,240
+8% +$393K 1.06% 27
2026
Q2 		$4.97M Buy
52,580
+4,771
+10% +$451K 1% 31
2026
Q1 		$4.54M Sell
47,809
-2,411
-5% -$230K 1.14% 26
2025
Q4 		$4.78M Buy
+50,220
New +$4.79M 1.19% 24

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

Monument Capital Management's MBB Position: Q3 2026 in Review

Monument Capital Management increased its iShares MBS ETF (MBB) stake by 8.1% in Q3 2026, buying an estimated $393K and bringing the position to 56,820 shares worth $5.09M. The position accounts for 1.06% of the portfolio, ranked #27.

Monument Capital Management first reported a position in MBB in Q4 2025 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Monument Capital Management held 56,820 shares of iShares MBS ETF worth $5.09M as of Q3 2026.
  • Monument Capital Management bought 4,240 iShares MBS ETF shares in Q3 2026, an estimated $393K.
  • iShares MBS ETF made up 1.06% of Monument Capital Management's portfolio in Q3 2026, its #27 holding.
  • Monument Capital Management first reported a position in iShares MBS ETF in Q4 2025 and has held it in 4 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.