Olistico Wealth
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Olistico Wealth’s iShares MBS ETF MBB Stock Holding History

Olistico Wealth’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 		– Sell
-33
Closed -$3.12K – 358
2026
Q2 		$3.12K Hold
33
– – ﹤0.01% 307
2026
Q1 		$3.13K Hold
33
– – ﹤0.01% 308
2025
Q4 		$3.14K Buy
+33
New +$3.15K ﹤0.01% 302
2025
Q3 		– Sell
-33
Closed -$3.1K – 239
2025
Q2 		$3.1K Buy
33
+17
+106% +$1.58K ﹤0.01% 317
2025
Q1 		$1.5K Buy
+16
New +$1.48K ﹤0.01% 310

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

Olistico Wealth's MBB Position: Q3 2026 in Review

Olistico Wealth sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 33 shares — an estimated $3.12K sold.

Olistico Wealth first reported a position in MBB in Q1 2025 and held it in 5 quarters. The position peaked at $3.14K in Q4 2025. 628 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Olistico Wealth reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
  • Olistico Wealth sold 33 iShares MBS ETF shares in Q3 2026, an estimated $3.12K.
  • Olistico Wealth first reported a position in iShares MBS ETF in Q1 2025 and held it in 5 quarters.
  • Olistico Wealth's iShares MBS ETF position peaked at $3.14K in Q4 2025.
  • 628 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.