RDA Financial Network
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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
Q3 		– Sell
-17,076
Closed -$1.61M – 283
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% +$58.2K 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

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
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

RDA Financial Network's MBB Position: Q3 2026 in Review

RDA Financial Network sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 17,076 shares — an estimated $1.61M sold.

RDA Financial Network first reported a position in MBB in Q1 2022 and held it in 16 quarters. The position peaked at $1.93M in Q4 2024. 256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • RDA Financial Network reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
  • RDA Financial Network sold 17,076 iShares MBS ETF shares in Q3 2026, an estimated $1.61M.
  • RDA Financial Network first reported a position in iShares MBS ETF in Q1 2022 and held it in 16 quarters.
  • RDA Financial Network's iShares MBS ETF position peaked at $1.93M in Q4 2024.
  • 256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.