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Snider Financial Group’s iShares MBS ETF MBB Stock Holding History

Snider Financial Group’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
Q2 		$1.92M Sell
20,301
-63,383
-76% -$5.99M 0.49% 43
2026
Q1 		$7.95M Buy
83,684
+5,571
+7% +$532K 2.4% 13
2025
Q4 		$7.44M Buy
78,113
+2,849
+4% +$272K 1.98% 16
2025
Q3 		$7.16M Buy
75,264
+498
+0.7% +$46.8K 1.95% 14
2025
Q2 		$7.02M Buy
74,766
+739
+1% +$68.5K 2.02% 14
2025
Q1 		$6.94M Buy
74,027
+4,351
+6% +$402K 2.26% 10
2024
Q4 		$6.39M Buy
69,676
+90
+0.1% +$8.38K 1.98% 12
2024
Q3 		$6.67M Buy
69,586
+195
+0.3% +$18.4K 2.44% 12
2024
Q2 		$6.37M Buy
69,391
+630
+0.9% +$57.4K 2.46% 13
2024
Q1 		$6.35M Sell
68,761
-36,962
-35% -$3.42M 2.65% 11
2023
Q4 		$9.95M Sell
105,723
-58,700
-36% -$5.26M 4.58% 4
2023
Q3 		$14.6M Sell
164,423
-42
-0% -$3.84K 7.06% 2
2023
Q2 		$15.3M Buy
164,465
+1,983
+1% +$187K 7.33% 4
2023
Q1 		$15.4M Sell
162,482
-1,340
-0.8% -$127K 8.2% 3
2022
Q4 		$15.2M Sell
163,822
-1,610
-1% -$149K 8.4% 3
2022
Q3 		$15.3M Buy
165,432
+21,469
+15% +$2.08M 8.32% 2
2022
Q2 		$14M Buy
143,963
+33,169
+30% +$3.25M 7.64% 3
2022
Q1 		$11.3M Buy
110,794
+3,926
+4% +$410K 5.13% 5
2021
Q4 		$11.4M Buy
106,868
+802
+0.8% +$86.3K 4.85% 5
2021
Q3 		$11.4M Buy
106,066
+23,388
+28% +$2.54M 4.98% 4
2021
Q2 		$8.97M Buy
+82,678
New +$8.96M 4.22% 7

Other funds holding MBB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Snider Financial Group's MBB Position: Q2 2026 in Review

Snider Financial Group reduced its iShares MBS ETF (MBB) stake by 76% in Q2 2026, selling an estimated $5.99M and leaving 20,301 shares worth $1.92M. The position accounts for 0.49% of the portfolio, ranked #43.

Snider Financial Group first reported a position in MBB in Q2 2021 and has held it in 21 quarters since. The position peaked at $15.4M in Q1 2023. 187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Snider Financial Group held 20,301 shares of iShares MBS ETF worth $1.92M as of Q2 2026.
  • Snider Financial Group sold 63,383 iShares MBS ETF shares in Q2 2026, an estimated $5.99M.
  • iShares MBS ETF made up 0.49% of Snider Financial Group's portfolio in Q2 2026, its #43 holding.
  • Snider Financial Group first reported a position in iShares MBS ETF in Q2 2021 and has held it in 21 quarters since.
  • Snider Financial Group's iShares MBS ETF position peaked at $15.4M in Q1 2023.
  • 187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.