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McCarley & Cook Financial Planners’s iShares MBS ETF MBB Stock Holding History

McCarley & Cook Financial Planners’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 		$151K Hold
1,689
– – 0.11% 62
2026
Q2 		$160K Hold
1,689
– – 0.12% 59
2026
Q1 		$160K Buy
+1,689
New +$161K 0.14% 57

Other funds holding MBB

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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

McCarley & Cook Financial Planners's MBB Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares MBS ETF (MBB) position steady in Q3 2026 at 1,689 shares worth $151K. The position accounts for 0.11% of the portfolio, ranked #62.

McCarley & Cook Financial Planners first reported a position in MBB in Q1 2026 and has held it in 3 quarters since. The position peaked at $160K in Q1 2026. 256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • McCarley & Cook Financial Planners held 1,689 shares of iShares MBS ETF worth $151K as of Q3 2026.
  • McCarley & Cook Financial Planners left its iShares MBS ETF share count unchanged in Q3 2026.
  • iShares MBS ETF made up 0.11% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #62 holding.
  • McCarley & Cook Financial Planners first reported a position in iShares MBS ETF in Q1 2026 and has held it in 3 quarters since.
  • McCarley & Cook Financial Planners's iShares MBS ETF position peaked at $160K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.