Retirement Wealth Solutions’s iShares MBS ETF MBB Stock Holding History

Retirement Wealth Solutions’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	$1.01K	Sell	11 -11,506	-100%	-$1.07M	﹤0.01%	736
2026 Q2	$1.09M	Buy	11,517 +1,776	+18%	+$168K	0.6%	33
2026 Q1	$925K	Buy	9,741 +1,228	+14%	+$117K	0.58%	31
2025 Q4	$811K	Sell	8,513 -30	-0.4%	-$2.86K	0.51%	34
2025 Q3	$813K	Buy	8,543 +817	+11%	+$76.8K	0.53%	33
2025 Q2	$725K	Buy	7,726 +834	+12%	+$77.3K	0.53%	30
2025 Q1	$646K	Sell	6,892 -843	-11%	-$78K	0.52%	31
2024 Q4	$700K	Buy	+7,735	New	+$720K	0.59%	27

Other funds holding MBB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Retirement Wealth Solutions's MBB Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its iShares MBS ETF (MBB) stake by 100% in Q3 2026, selling an estimated $1.07M and leaving 11 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Retirement Wealth Solutions first reported a position in MBB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q2 2026. 197 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Retirement Wealth Solutions held 11 shares of iShares MBS ETF worth $1.01K as of Q3 2026.
Retirement Wealth Solutions sold 11,506 iShares MBS ETF shares in Q3 2026, an estimated $1.07M.
iShares MBS ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #736 holding.
Retirement Wealth Solutions first reported a position in iShares MBS ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's iShares MBS ETF position peaked at $1.09M in Q2 2026.
197 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.