RHS Financial
MBB icon

RHS Financial’s iShares MBS ETF MBB Stock Holding History

RHS Financial’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 		$1.82M Buy
20,318
+682
+3% +$63.2K 0.62% 43
2026
Q2 		$1.86M Buy
19,636
+5,436
+38% +$514K 0.75% 39
2026
Q1 		$1.35M Sell
14,200
-6,125
-30% -$585K 0.64% 40
2025
Q4 		$1.94M Sell
20,325
-7,186
-26% -$685K 0.94% 30
2025
Q3 		$2.62M Buy
27,511
+8,299
+43% +$780K 1.36% 24
2025
Q2 		$1.8M Buy
19,212
+2,914
+18% +$270K 1.02% 29
2025
Q1 		$1.53M Sell
16,298
-4,194
-20% -$388K 0.86% 35
2024
Q4 		$1.88M Buy
20,492
+3,259
+19% +$303K 0.97% 33
2024
Q3 		$1.65M Buy
17,233
+3,603
+26% +$341K 0.83% 36
2024
Q2 		$1.25M Sell
13,630
-1,092
-7% -$99.5K 0.77% 35
2024
Q1 		$1.36M Buy
14,722
+286
+2% +$26.5K 0.79% 29
2023
Q4 		$1.36M Buy
14,436
+83
+0.6% +$7.44K 0.86% 29
2023
Q3 		$1.27M Buy
14,353
+714
+5% +$65.3K 0.89% 31
2023
Q2 		$1.27M Sell
13,639
-100
-0.7% -$9.4K 0.93% 33
2023
Q1 		$1.3M Buy
13,739
+3,920
+40% +$370K 0.99% 30
2022
Q4 		$911K Buy
9,819
+3,359
+52% +$310K 0.72% 37
2022
Q3 		$592K Buy
6,460
+2,780
+76% +$269K 0.53% 46
2022
Q2 		$359K Sell
3,680
-1,198
-25% -$117K 0.3% 56
2022
Q1 		$497K Buy
4,878
+1,400
+40% +$146K 0.37% 49
2021
Q4 		$374K Buy
3,478
+79
+2% +$8.5K 0.26% 64
2021
Q3 		$368K Buy
+3,399
New +$369K 0.27% 64

Other funds holding MBB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
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
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

RHS Financial's MBB Position: Q3 2026 in Review

RHS Financial increased its iShares MBS ETF (MBB) stake by 3.5% in Q3 2026, buying an estimated $63.2K and bringing the position to 20,318 shares worth $1.82M. The position accounts for 0.62% of the portfolio, ranked #43.

RHS Financial first reported a position in MBB in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.62M in Q3 2025. 550 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • RHS Financial held 20,318 shares of iShares MBS ETF worth $1.82M as of Q3 2026.
  • RHS Financial bought 682 iShares MBS ETF shares in Q3 2026, an estimated $63.2K.
  • iShares MBS ETF made up 0.62% of RHS Financial's portfolio in Q3 2026, its #43 holding.
  • RHS Financial first reported a position in iShares MBS ETF in Q3 2021 and has held it in 21 quarters since.
  • RHS Financial's iShares MBS ETF position peaked at $2.62M in Q3 2025.
  • 550 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.