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 Q3	–	Sell	-208,845	Closed	-$19.7M	–	86
2026 Q2	$19.7M	Buy	+208,845	New	+$19.7M	8.17%	3

Other funds holding MBB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Peak Financial Advisors's MBB Position: Q3 2026 in Review

Peak Financial Advisors sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 208,845 shares — an estimated $19.7M sold.

Peak Financial Advisors first reported a position in MBB in Q2 2026 and held it in 1 quarter. The position peaked at $19.7M in Q2 2026. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Peak Financial Advisors reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
Peak Financial Advisors sold 208,845 iShares MBS ETF shares in Q3 2026, an estimated $19.7M.
Peak Financial Advisors first reported a position in iShares MBS ETF in Q2 2026 and held it in 1 quarter.
Peak Financial Advisors's iShares MBS ETF position peaked at $19.7M in Q2 2026.
820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Peak Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.