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Parkside Investments’s iShares MBS ETF MBB Stock Holding History

Parkside Investments’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
Q2 		$32.6M Sell
345,053
-5,235
-1% -$495K 3.62% 6
2026
Q1 		$33.3M Buy
350,288
+5,475
+2% +$523K 4.04% 6
2025
Q4 		$32.8M Sell
344,813
-1,490
-0.4% -$142K 4.13% 6
2025
Q3 		$33M Buy
346,303
+97,942
+39% +$9.2M 4.12% 6
2025
Q2 		$23.3M Buy
248,361
+95,398
+62% +$8.84M 3.17% 6
2025
Q1 		$14.3M Buy
152,963
+9,977
+7% +$923K 2.11% 9
2024
Q4 		$13.1M Buy
142,986
+4,056
+3% +$378K 1.97% 12
2024
Q3 		$13.3M Sell
138,930
-69,130
-33% -$6.53M 2.01% 11
2024
Q2 		$19.1M Buy
208,060
+9,735
+5% +$887K 3.01% 5
2024
Q1 		$18.3M Buy
198,325
+113,270
+133% +$10.5M 2.91% 6
2023
Q4 		$8M Buy
+85,055
New +$7.63M 1.35% 32

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Parkside Investments's MBB Position: Q2 2026 in Review

Parkside Investments reduced its iShares MBS ETF (MBB) stake by 1.5% in Q2 2026, selling an estimated $495K and leaving 345,053 shares worth $32.6M. The position accounts for 3.62% of the portfolio, ranked #6.

Parkside Investments first reported a position in MBB in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.3M in Q1 2026. 214 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Parkside Investments held 345,053 shares of iShares MBS ETF worth $32.6M as of Q2 2026.
  • Parkside Investments sold 5,235 iShares MBS ETF shares in Q2 2026, an estimated $495K.
  • iShares MBS ETF made up 3.62% of Parkside Investments's portfolio in Q2 2026, its #6 holding.
  • Parkside Investments first reported a position in iShares MBS ETF in Q4 2023 and has held it in 11 quarters since.
  • Parkside Investments's iShares MBS ETF position peaked at $33.3M in Q1 2026.
  • 214 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.