MSH Capital Advisors
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MSH Capital Advisors’s iShares MBS ETF MBB Stock Holding History

MSH Capital 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 		$864K Sell
9,645
-3,829
-28% -$355K 0.13% 144
2026
Q2 		$1.27M Buy
13,474
+98
+0.7% +$9.27K 0.22% 104
2026
Q1 		$1.27M Sell
13,376
-452
-3% -$43.2K 0.27% 98
2025
Q4 		$1.32M Buy
13,828
+1,864
+16% +$178K 0.28% 95
2025
Q3 		$1.14M Buy
11,964
+2,180
+22% +$205K 0.31% 88
2025
Q2 		$919K Buy
9,784
+2,622
+37% +$243K 0.26% 105
2025
Q1 		$672K Buy
7,162
+3,728
+109% +$345K 0.21% 116
2024
Q4 		$315K Buy
3,434
+248
+8% +$23.1K 0.1% 182
2024
Q3 		$305K Buy
3,186
+968
+44% +$91.5K 0.09% 192
2024
Q2 		$204K Buy
+2,218
New +$202K 0.07% 217
2023
Q4 		– Sell
-4,137
Closed -$367K – 223
2023
Q3 		$367K Sell
4,137
-611
-13% -$55.8K 0.14% 153
2023
Q2 		$443K Buy
4,748
+784
+20% +$73.7K 0.16% 138
2023
Q1 		$376K Buy
3,964
+1,031
+35% +$97.4K 0.16% 140
2022
Q4 		$272K Buy
+2,933
New +$271K 0.12% 162
2022
Q1 		– Sell
-2,199
Closed -$236K – 200
2021
Q4 		$236K Buy
+2,199
New +$237K 0.11% 163

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
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

MSH Capital Advisors's MBB Position: Q3 2026 in Review

MSH Capital Advisors reduced its iShares MBS ETF (MBB) stake by 28% in Q3 2026, selling an estimated $355K and leaving 9,645 shares worth $864K. The position accounts for 0.13% of the portfolio, ranked #144.

MSH Capital Advisors first reported a position in MBB in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.32M in Q4 2025. 628 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • MSH Capital Advisors held 9,645 shares of iShares MBS ETF worth $864K as of Q3 2026.
  • MSH Capital Advisors sold 3,829 iShares MBS ETF shares in Q3 2026, an estimated $355K.
  • iShares MBS ETF made up 0.13% of MSH Capital Advisors's portfolio in Q3 2026, its #144 holding.
  • MSH Capital Advisors first reported a position in iShares MBS ETF in Q4 2021 and has held it in 15 quarters since.
  • MSH Capital Advisors's iShares MBS ETF position peaked at $1.32M in Q4 2025.
  • 628 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on MSH Capital Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.