Rede Wealth
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Rede Wealth’s iShares MBS ETF MBB Stock Holding History

Rede Wealth’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 		$361K Sell
4,024
-7
-0.2% -$649 0.12% 82
2026
Q2 		$381K Buy
4,031
+406
+11% +$38.4K 0.13% 80
2026
Q1 		$344K Sell
3,625
-15
-0.4% -$1.43K 0.12% 77
2025
Q4 		$347K Buy
+3,640
New +$347K 0.12% 81
2025
Q3 		– Sell
-6,640
Closed -$623K – 152
2025
Q2 		$623K Buy
6,640
+211
+3% +$19.6K 0.23% 50
2025
Q1 		$603K Sell
6,429
-99
-2% -$9.16K 0.21% 49
2024
Q4 		$598K Buy
6,528
+425
+7% +$39.6K 0.23% 51
2024
Q3 		$585K Sell
6,103
-64
-1% -$6.05K 0.22% 49
2024
Q2 		$566K Sell
6,167
-247
-4% -$22.5K 0.52% 44
2024
Q1 		$593K Buy
6,414
+3,163
+97% +$293K 0.25% 46
2023
Q4 		$306K Sell
3,251
-28
-0.9% -$2.51K 0.15% 69
2023
Q3 		$291K Sell
3,279
-3,864
-54% -$353K 0.15% 63
2023
Q2 		$666K Buy
7,143
+23
+0.3% +$2.16K 0.32% 33
2023
Q1 		$674K Buy
7,120
+5
+0.1% +$472 0.35% 32
2022
Q4 		$660K Sell
7,115
-1,475
-17% -$136K 0.35% 34
2022
Q3 		$787K Sell
8,590
-1,474
-15% -$143K 0.47% 27
2022
Q2 		$982K Sell
10,064
-1,021
-9% -$100K 0.57% 22
2022
Q1 		$1.13M Buy
11,085
+1,704
+18% +$178K 0.53% 21
2021
Q4 		$1.01M Sell
9,381
-77
-0.8% -$8.29K 0.51% 27
2021
Q3 		$1.02M Buy
9,458
+262
+3% +$28.4K 0.55% 27
2021
Q2 		$995K Sell
9,196
-13
-0.1% -$1.41K 0.53% 28
2021
Q1 		$999K Buy
9,209
+6,197
+206% +$679K 0.58% 27
2020
Q4 		$332K Buy
+3,012
New +$332K 0.23% 65

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

Rede Wealth's MBB Position: Q3 2026 in Review

Rede Wealth reduced its iShares MBS ETF (MBB) stake by 0.17% in Q3 2026, selling an estimated $649 and leaving 4,024 shares worth $361K. The position accounts for 0.12% of the portfolio, ranked #82.

Rede Wealth first reported a position in MBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.13M in Q1 2022. 256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Rede Wealth held 4,024 shares of iShares MBS ETF worth $361K as of Q3 2026.
  • Rede Wealth sold 7 iShares MBS ETF shares in Q3 2026, an estimated $649.
  • iShares MBS ETF made up 0.12% of Rede Wealth's portfolio in Q3 2026, its #82 holding.
  • Rede Wealth first reported a position in iShares MBS ETF in Q4 2020 and has held it in 23 quarters since.
  • Rede Wealth's iShares MBS ETF position peaked at $1.13M in Q1 2022.
  • 256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.