RFN
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RDA Financial Network’s iShares MBS ETF MBB Stock Holding History

RDA Financial Network’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 		$1.61M Buy
17,076
+1,385
+9% +$131K 0.35% 69
2026
Q1 		$1.49M Sell
15,691
-201
-1% -$19.2K 0.37% 75
2025
Q4 		$1.51M Sell
15,892
-3,715
-19% -$354K 0.36% 83
2025
Q3 		$1.87M Buy
19,607
+619
+3% +$58.1K 0.46% 65
2025
Q2 		$1.78M Buy
18,988
+497
+3% +$46.1K 0.48% 62
2025
Q1 		$1.73M Sell
18,491
-2,591
-12% -$240K 0.52% 61
2024
Q4 		$1.93M Buy
21,082
+6,776
+47% +$631K 0.56% 50
2024
Q3 		$1.37M Buy
14,306
+2,242
+19% +$212K 0.43% 70
2024
Q2 		$1.11M Buy
12,064
+5,220
+76% +$475K 0.36% 79
2024
Q1 		$633K Sell
6,844
-1,231
-15% -$114K 0.22% 112
2023
Q4 		$760K Buy
8,075
+338
+4% +$30.3K 0.29% 91
2023
Q3 		$687K Sell
7,737
-711
-8% -$65K 0.3% 89
2023
Q2 		$788K Buy
8,448
+687
+9% +$64.6K 0.33% 83
2023
Q1 		$735K Buy
7,761
+3,022
+64% +$285K 0.34% 85
2022
Q4 		$440K Buy
+4,739
New +$437K 0.22% 110
2022
Q2 		– Sell
-2,722
Closed -$277K – 228
2022
Q1 		$277K Buy
+2,722
New +$284K 0.12% 173

Other funds holding MBB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return