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Peak Financial Advisors’s iShares MBS ETF MBB Stock Holding History

Peak Financial 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
Q2 		$19.7M Buy
+208,845
New +$19.7M 8.17% 3

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Peak Financial Advisors's MBB Position: Q2 2026 in Review

Peak Financial Advisors opened a new position in iShares MBS ETF (MBB) in Q2 2026: 208,845 shares worth $19.7M. The stake represents 8.17% of the portfolio and ranks #3 among its holdings.

199 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Peak Financial Advisors held 208,845 shares of iShares MBS ETF worth $19.7M as of Q2 2026.
  • iShares MBS ETF was a new Peak Financial Advisors position in Q2 2026.
  • iShares MBS ETF made up 8.17% of Peak Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • 199 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.