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

Silverlake 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 		$335K Sell
3,736
-4,740
-56% -$439K 0.06% 281
2026
Q2 		$801K Buy
8,476
+1,611
+23% +$152K 0.15% 172
2026
Q1 		$652K Sell
6,865
-1,147
-14% -$110K 0.14% 169
2025
Q4 		$763K Sell
8,012
-5,058
-39% -$482K 0.17% 150
2025
Q3 		$1.24M Sell
13,070
-2,218
-15% -$208K 0.3% 103
2025
Q2 		$1.44M Sell
15,288
-424
-3% -$39.3K 0.42% 76
2025
Q1 		$1.47M Sell
15,712
-522
-3% -$48.3K 0.56% 57
2024
Q4 		$1.49M Buy
16,234
+2,802
+21% +$261K 0.57% 52
2024
Q3 		$1.29M Buy
13,432
+6,954
+107% +$657K 0.49% 60
2024
Q2 		$595K Buy
6,478
+1,589
+33% +$145K 0.24% 100
2024
Q1 		$452K Buy
4,889
+439
+10% +$40.6K 0.23% 110
2023
Q4 		$419K Sell
4,450
-1,331
-23% -$119K 0.23% 113
2023
Q3 		$513K Buy
5,781
+424
+8% +$38.8K 0.29% 90
2023
Q2 		$500K Buy
5,357
+617
+13% +$58K 0.28% 86
2023
Q1 		$449K Buy
4,740
+2,373
+100% +$224K 0.27% 91
2022
Q4 		$220K Buy
+2,367
New +$218K 0.14% 180

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

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

Silverlake Wealth Management reduced its iShares MBS ETF (MBB) stake by 56% in Q3 2026, selling an estimated $439K and leaving 3,736 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #281.

Silverlake Wealth Management first reported a position in MBB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.49M in Q4 2024. 580 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Silverlake Wealth Management held 3,736 shares of iShares MBS ETF worth $335K as of Q3 2026.
  • Silverlake Wealth Management sold 4,740 iShares MBS ETF shares in Q3 2026, an estimated $439K.
  • iShares MBS ETF made up 0.06% of Silverlake Wealth Management's portfolio in Q3 2026, its #281 holding.
  • Silverlake Wealth Management first reported a position in iShares MBS ETF in Q4 2022 and has held it in 16 quarters since.
  • Silverlake Wealth Management's iShares MBS ETF position peaked at $1.49M in Q4 2024.
  • 580 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.