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Sapient Capital’s iShares MBS ETF MBB Stock Holding History

Sapient Capital’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 		$1.71M Sell
19,088
-2,065
-10% -$191K 0.02% 161
2026
Q2 		$2M Buy
21,153
+18,900
+839% +$1.79M 0.03% 154
2026
Q1 		$214K Hold
2,253
– – ﹤0.01% 420
2025
Q4 		$215K Buy
+2,253
New +$215K ﹤0.01% 399

Other funds holding MBB

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sapient Capital's MBB Position: Q3 2026 in Review

Sapient Capital reduced its iShares MBS ETF (MBB) stake by 9.8% in Q3 2026, selling an estimated $191K and leaving 19,088 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #161.

Sapient Capital first reported a position in MBB in Q4 2025 and has held it in 4 quarters since. The position peaked at $2M in Q2 2026. 45 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Sapient Capital held 19,088 shares of iShares MBS ETF worth $1.71M as of Q3 2026.
  • Sapient Capital sold 2,065 iShares MBS ETF shares in Q3 2026, an estimated $191K.
  • iShares MBS ETF made up 0.02% of Sapient Capital's portfolio in Q3 2026, its #161 holding.
  • Sapient Capital first reported a position in iShares MBS ETF in Q4 2025 and has held it in 4 quarters since.
  • Sapient Capital's iShares MBS ETF position peaked at $2M in Q2 2026.
  • 45 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.