Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s iShares MBS ETF MBB Stock Holding History

Robertson Stephens Wealth Management’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 		$274K Buy
3,055
+730
+31% +$67.7K 0.01% 543
2026
Q2 		$220K Buy
+2,325
New +$220K 0.01% 600
2025
Q3 		– Sell
-12,296
Closed -$1.15M – 558
2025
Q2 		$1.15M Sell
12,296
-302
-2% -$28K 0.04% 250
2025
Q1 		$1.18M Sell
12,598
-6,866
-35% -$635K 0.04% 249
2024
Q4 		$1.78M Sell
19,464
-3,705
-16% -$345K 0.06% 208
2024
Q3 		$2.22M Buy
23,169
+666
+3% +$62.9K 0.08% 184
2024
Q2 		$2.07M Buy
22,503
+6,092
+37% +$555K 0.1% 150
2024
Q1 		$1.52M Buy
16,411
+301
+2% +$27.8K 0.08% 182
2023
Q4 		$1.52M Sell
16,110
-3,211
-17% -$288K 0.09% 172
2023
Q3 		$1.72M Sell
19,321
-8,422
-30% -$770K 0.12% 155
2023
Q2 		$2.59M Buy
27,743
+1,386
+5% +$130K 0.18% 113
2023
Q1 		$2.5M Buy
26,357
+2,733
+12% +$258K 0.19% 109
2022
Q4 		$2.19M Buy
+23,624
New +$2.18M 0.21% 98
2021
Q1 		– Sell
-6,689
Closed -$736K – 291
2020
Q4 		$736K Buy
+6,689
New +$737K 0.15% 109

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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Robertson Stephens Wealth Management's MBB Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its iShares MBS ETF (MBB) stake by 31% in Q3 2026, buying an estimated $67.7K and bringing the position to 3,055 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #543.

Robertson Stephens Wealth Management first reported a position in MBB in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.59M in Q2 2023. 540 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Robertson Stephens Wealth Management held 3,055 shares of iShares MBS ETF worth $274K as of Q3 2026.
  • Robertson Stephens Wealth Management bought 730 iShares MBS ETF shares in Q3 2026, an estimated $67.7K.
  • iShares MBS ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #543 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares MBS ETF in Q4 2020 and has held it in 14 quarters since.
  • Robertson Stephens Wealth Management's iShares MBS ETF position peaked at $2.59M in Q2 2023.
  • 540 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.