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

SigFig 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 		– Sell
-68,576
Closed -$6.51M – 151
2026
Q2 		$6.51M Buy
68,576
+6,315
+10% +$597K 0.17% 41
2026
Q1 		$5.91M Buy
62,261
+2,585
+4% +$247K 0.17% 43
2025
Q4 		$5.68M Buy
59,676
+1,170
+2% +$112K 0.17% 55
2025
Q3 		$5.57M Buy
58,506
+3,102
+6% +$291K 0.17% 55
2025
Q2 		$5.18M Sell
55,404
-336
-0.6% -$31.1K 0.17% 56
2025
Q1 		$5.22M Sell
55,740
-8,196
-13% -$758K 0.19% 54
2024
Q4 		$5.87M Buy
63,936
+3,789
+6% +$353K 0.21% 50
2024
Q3 		$5.79M Sell
60,147
-633
-1% -$59.8K 0.21% 52
2024
Q2 		$5.58M Buy
60,780
+1,422
+2% +$130K 0.21% 52
2024
Q1 		$5.49M Buy
59,358
+3,934
+7% +$364K 0.2% 49
2023
Q4 		$5.21M Buy
55,424
+1,528
+3% +$137K 0.2% 51
2023
Q3 		$4.79M Sell
53,896
-17,209
-24% -$1.57M 0.19% 52
2023
Q2 		$6.62M Buy
71,105
+3,098
+5% +$291K 0.26% 44
2023
Q1 		$6.44M Buy
68,007
+11,140
+20% +$1.05M 0.36% 37
2022
Q4 		$3.39M Buy
56,867
+39,643
+230% +$3.66M 0.17% 50
2022
Q3 		$1.96M Sell
17,224
-1,030
-6% -$99.8K 0.1% 65
2022
Q2 		$1.94M Buy
18,254
+940
+5% +$92.2K 0.1% 58
2022
Q1 		$1.86M Sell
17,314
-155
-0.9% -$16.2K 0.09% 59
2021
Q4 		$1.86M Buy
17,469
+2,653
+18% +$286K 0.09% 54
2021
Q3 		$1.6M Buy
14,816
+2,044
+16% +$222K 0.08% 57
2021
Q2 		$1.38M Buy
12,772
+2,936
+30% +$318K 0.07% 59
2021
Q1 		$1.07M Sell
9,836
-2,382
-19% -$261K 0.07% 57
2020
Q4 		$1.35M Buy
+12,218
New +$1.35M 0.1% 48

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

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

SigFig Wealth Management sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 68,576 shares — an estimated $6.51M sold.

SigFig Wealth Management first reported a position in MBB in Q4 2020 and held it in 23 quarters. The position peaked at $6.62M in Q2 2023. 45 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • SigFig Wealth Management reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
  • SigFig Wealth Management sold 68,576 iShares MBS ETF shares in Q3 2026, an estimated $6.51M.
  • SigFig Wealth Management first reported a position in iShares MBS ETF in Q4 2020 and held it in 23 quarters.
  • SigFig Wealth Management's iShares MBS ETF position peaked at $6.62M in Q2 2023.
  • 45 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

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