Prosperity Capital Advisors
MBB icon

Prosperity Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Prosperity Capital 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 		$437K Sell
4,879
-188,356
-97% -$17.5M 0.02% 293
2026
Q2 		$18.3M Buy
193,235
+18,116
+10% +$1.71M 0.9% 23
2026
Q1 		$16.6M Buy
175,119
+26,915
+18% +$2.57M 0.95% 25
2025
Q4 		$14.1M Buy
148,204
+43,548
+42% +$4.15M 0.84% 29
2025
Q3 		$10M Buy
104,656
+13,067
+14% +$1.23M 0.58% 38
2025
Q2 		$8.6M Buy
91,589
+5,192
+6% +$481K 0.56% 41
2025
Q1 		$8.1M Sell
86,397
-4,870
-5% -$450K 0.64% 34
2024
Q4 		$8.37M Buy
91,267
+16,967
+23% +$1.58M 0.68% 29
2024
Q3 		$7.12M Buy
74,300
+11,548
+18% +$1.09M 0.61% 32
2024
Q2 		$5.76M Buy
62,752
+17,248
+38% +$1.57M 0.64% 28
2024
Q1 		$4.21M Buy
45,504
+1,061
+2% +$98.1K 0.5% 35
2023
Q4 		$4.18M Buy
44,443
+6,940
+19% +$622K 0.45% 37
2023
Q3 		$3.33M Buy
37,503
+5,972
+19% +$546K 0.44% 38
2023
Q2 		$2.94M Buy
31,531
+4,076
+15% +$383K 0.41% 39
2023
Q1 		$2.6M Buy
27,455
+22,310
+434% +$2.11M 0.4% 49
2022
Q4 		$477K Buy
+5,145
New +$475K 0.15% 101

Other funds holding MBB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Prosperity Capital Advisors's MBB Position: Q3 2026 in Review

Prosperity Capital Advisors reduced its iShares MBS ETF (MBB) stake by 97% in Q3 2026, selling an estimated $17.5M and leaving 4,879 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #293.

Prosperity Capital Advisors first reported a position in MBB in Q4 2022 and has held it in 16 quarters since. The position peaked at $18.3M in Q2 2026. 242 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Prosperity Capital Advisors held 4,879 shares of iShares MBS ETF worth $437K as of Q3 2026.
  • Prosperity Capital Advisors sold 188,356 iShares MBS ETF shares in Q3 2026, an estimated $17.5M.
  • iShares MBS ETF made up 0.02% of Prosperity Capital Advisors's portfolio in Q3 2026, its #293 holding.
  • Prosperity Capital Advisors first reported a position in iShares MBS ETF in Q4 2022 and has held it in 16 quarters since.
  • Prosperity Capital Advisors's iShares MBS ETF position peaked at $18.3M in Q2 2026.
  • 242 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.