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

Raleigh 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 		$342K Buy
3,619
+1,125
+45% +$106K 0.11% 167
2026
Q1 		$237K Buy
2,494
+645
+35% +$61.6K 0.08% 187
2025
Q4 		$176K Buy
1,849
+302
+20% +$28.8K 0.06% 204
2025
Q3 		$147K Buy
1,547
+49
+3% +$4.6K 0.06% 207
2025
Q2 		$141K Sell
1,498
-43
-3% -$3.98K 0.06% 219
2025
Q1 		$145K Sell
1,541
-901
-37% -$83.3K 0.07% 213
2024
Q4 		$224K Sell
2,442
-537
-18% -$50K 0.09% 186
2024
Q3 		$285K Buy
2,979
+860
+41% +$81.3K 0.11% 176
2024
Q2 		$195K Sell
2,119
-1
-0% -$91 0.08% 197
2024
Q1 		$196K Sell
2,120
-478
-18% -$44.2K 0.08% 198
2023
Q4 		$244K Buy
2,598
+32
+1% +$2.87K 0.11% 171
2023
Q3 		$228K Sell
2,566
-902
-26% -$82.4K 0.12% 159
2023
Q2 		$323K Sell
3,468
-275
-7% -$25.9K 0.16% 133
2023
Q1 		$355K Buy
3,743
+533
+17% +$50.3K 0.18% 133
2022
Q4 		$298K Buy
3,210
+2,524
+368% +$233K 0.15% 138
2022
Q3 		$63K Sell
686
-190
-22% -$18.4K 0.04% 225
2022
Q2 		$85K Buy
876
+18
+2% +$1.76K 0.05% 228
2022
Q1 		$87K Buy
+858
New +$89.5K 0.05% 225

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

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

Raleigh Capital Management increased its iShares MBS ETF (MBB) stake by 45% in Q2 2026, buying an estimated $106K and bringing the position to 3,619 shares worth $342K. The position accounts for 0.11% of the portfolio, ranked #167.

Raleigh Capital Management first reported a position in MBB in Q1 2022 and has held it in 18 quarters since. The position peaked at $355K in Q1 2023. 256 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Raleigh Capital Management held 3,619 shares of iShares MBS ETF worth $342K as of Q2 2026.
  • Raleigh Capital Management bought 1,125 iShares MBS ETF shares in Q2 2026, an estimated $106K.
  • iShares MBS ETF made up 0.11% of Raleigh Capital Management's portfolio in Q2 2026, its #167 holding.
  • Raleigh Capital Management first reported a position in iShares MBS ETF in Q1 2022 and has held it in 18 quarters since.
  • Raleigh Capital Management's iShares MBS ETF position peaked at $355K in Q1 2023.
  • 256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.