Snider Financial Group
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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
Q3 		$1.92M Buy
21,463
+1,162
+6% +$108K 0.46% 43
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 		$9.9M 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

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

Snider Financial Group's MBB Position: Q3 2026 in Review

Snider Financial Group increased its iShares MBS ETF (MBB) stake by 5.7% in Q3 2026, buying an estimated $108K and bringing the position to 21,463 shares worth $1.92M. The position accounts for 0.46% of the portfolio, ranked #43.

Snider Financial Group first reported a position in MBB in Q2 2021 and has held it in 22 quarters since. The position peaked at $15.4M in Q1 2023. 256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Snider Financial Group held 21,463 shares of iShares MBS ETF worth $1.92M as of Q3 2026.
  • Snider Financial Group bought 1,162 iShares MBS ETF shares in Q3 2026, an estimated $108K.
  • iShares MBS ETF made up 0.46% of Snider Financial Group's portfolio in Q3 2026, its #43 holding.
  • Snider Financial Group first reported a position in iShares MBS ETF in Q2 2021 and has held it in 22 quarters since.
  • Snider Financial Group's iShares MBS ETF position peaked at $15.4M in Q1 2023.
  • 256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Snider Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.