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Spectrum Planning & Advisory Services’s iShares MBS ETF MBB Stock Holding History

Spectrum Planning & Advisory Services’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 		$670K Buy
7,091
+252
+4% +$23.8K 0.3% 51
2026
Q1 		$649K Sell
6,839
-505
-7% -$48.2K 0.32% 46
2025
Q4 		$699K Buy
7,344
+23
+0.3% +$2.19K 0.36% 47
2025
Q3 		$697K Sell
7,321
-673
-8% -$63.2K 0.39% 47
2025
Q2 		$751K Sell
7,994
-3,159
-28% -$293K 0.49% 40
2025
Q1 		$1.05M Sell
11,153
-26,683
-71% -$2.47M 0.87% 25
2024
Q4 		$3.47M Buy
37,836
+14,471
+62% +$1.35M 3.01% 11
2024
Q3 		$2.24M Sell
23,365
-14,186
-38% -$1.34M 2.15% 13
2024
Q2 		$3.47M Buy
+37,551
New +$3.42M 3.34% 9
2023
Q4 		$945K Buy
10,049
+540
+6% +$48.4K 1.34% 18
2023
Q3 		$844K Sell
9,509
-1,475
-13% -$135K 1.33% 18
2023
Q2 		$1.02M Buy
10,984
+912
+9% +$85.8K 1.53% 16
2023
Q1 		$954K Sell
10,072
-14,444
-59% -$1.36M 1.55% 15
2022
Q4 		$2.27M Buy
24,516
+15,317
+167% +$1.41M 3.1% 9
2022
Q3 		$842K Sell
9,199
-1,780
-16% -$173K 0.85% 23
2022
Q2 		$1.07M Sell
10,979
-1,823
-14% -$179K 1.12% 18
2022
Q1 		$1.3M Sell
12,802
-1,846
-13% -$193K 1.19% 21
2021
Q4 		$1.57M Sell
14,648
-17,530
-54% -$1.89M 1.43% 19
2021
Q3 		$3.48M Buy
32,178
+17,636
+121% +$1.91M 3.41% 10
2021
Q2 		$1.57M Sell
14,542
-421
-3% -$45.6K 1.51% 18
2021
Q1 		$1.62M Sell
14,963
-6,507
-30% -$713K 1.67% 18
2020
Q4 		$2.37M Buy
+21,470
New +$2.36M 2.54% 15

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

Spectrum Planning & Advisory Services's MBB Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its iShares MBS ETF (MBB) stake by 3.7% in Q2 2026, buying an estimated $23.8K and bringing the position to 7,091 shares worth $670K. The position accounts for 0.3% of the portfolio, ranked #51.

Spectrum Planning & Advisory Services first reported a position in MBB in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.48M in Q3 2021. 187 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Spectrum Planning & Advisory Services held 7,091 shares of iShares MBS ETF worth $670K as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 252 iShares MBS ETF shares in Q2 2026, an estimated $23.8K.
  • iShares MBS ETF made up 0.3% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #51 holding.
  • Spectrum Planning & Advisory Services first reported a position in iShares MBS ETF in Q4 2020 and has held it in 22 quarters since.
  • Spectrum Planning & Advisory Services's iShares MBS ETF position peaked at $3.48M in Q3 2021.
  • 187 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.