Sculati Wealth Management
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Sculati Wealth Management’s iShares MBS ETF MBB Stock Holding History

Sculati 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 		$1.07M Buy
11,879
+255
+2% +$23.6K 0.35% 64
2026
Q2 		$1.09M Buy
11,624
+1,256
+12% +$119K 0.36% 64
2026
Q1 		$984K Buy
10,368
+2,070
+25% +$198K 0.36% 67
2025
Q4 		$790K Buy
8,298
+1,131
+16% +$108K 0.28% 75
2025
Q3 		$682K Buy
7,167
+2,722
+61% +$256K 0.24% 80
2025
Q2 		$417K Buy
+4,445
New +$412K 0.16% 92

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

Sculati Wealth Management's MBB Position: Q3 2026 in Review

Sculati Wealth Management increased its iShares MBS ETF (MBB) stake by 2.2% in Q3 2026, buying an estimated $23.6K and bringing the position to 11,879 shares worth $1.07M. The position accounts for 0.35% of the portfolio, ranked #64.

Sculati Wealth Management first reported a position in MBB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q2 2026. 256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Sculati Wealth Management held 11,879 shares of iShares MBS ETF worth $1.07M as of Q3 2026.
  • Sculati Wealth Management bought 255 iShares MBS ETF shares in Q3 2026, an estimated $23.6K.
  • iShares MBS ETF made up 0.35% of Sculati Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Sculati Wealth Management first reported a position in iShares MBS ETF in Q2 2025 and has held it in 6 quarters since.
  • Sculati Wealth Management's iShares MBS ETF position peaked at $1.09M in Q2 2026.
  • 256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.