Presidio Capital Management’s iShares MBS ETF MBB Stock Holding History

Presidio Capital Management’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	$1.16M	Buy	12,238 +2,990	+32%	+$283K	0.29%	27
2026 Q1	$878K	Buy	9,248 +901	+11%	+$86.1K	0.26%	30
2025 Q4	$795K	Sell	8,347 -431	-5%	-$41.1K	0.24%	33
2025 Q3	$835K	Buy	8,778 +1,473	+20%	+$138K	0.29%	27
2025 Q2	$686K	Sell	7,305 -593	-8%	-$55K	0.26%	29
2025 Q1	$741K	Buy	7,898 +205	+3%	+$19K	0.3%	28
2024 Q4	$705K	Buy	7,693 +1,663	+28%	+$155K	0.38%	27
2024 Q3	$578K	Sell	6,030 -2,045	-25%	-$193K	0.37%	31
2024 Q2	$741K	Buy	+8,075	New	+$735K	0.52%	26

Other funds holding MBB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Presidio Capital Management's MBB Position: Q2 2026 in Review

Presidio Capital Management increased its iShares MBS ETF (MBB) stake by 32% in Q2 2026, buying an estimated $283K and bringing the position to 12,238 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #27.

Presidio Capital Management first reported a position in MBB in Q2 2024 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Presidio Capital Management held 12,238 shares of iShares MBS ETF worth $1.16M as of Q2 2026.
Presidio Capital Management bought 2,990 iShares MBS ETF shares in Q2 2026, an estimated $283K.
iShares MBS ETF made up 0.29% of Presidio Capital Management's portfolio in Q2 2026, its #27 holding.
Presidio Capital Management first reported a position in iShares MBS ETF in Q2 2024 and has held it in 9 quarters since.
273 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.