Stewardship Advisors
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Stewardship Advisors’s iShares MBS ETF MBB Stock Holding History

Stewardship Advisors’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 		$404K Buy
4,504
+503
+13% +$46.6K 0.08% 109
2026
Q2 		$378K Buy
4,001
+190
+5% +$18K 0.08% 118
2026
Q1 		$362K Buy
3,811
+254
+7% +$24.3K 0.08% 114
2025
Q4 		$339K Buy
3,557
+694
+24% +$66.2K 0.08% 109
2025
Q3 		$272K Hold
2,863
– – 0.06% 123
2025
Q2 		$269K Buy
+2,863
New +$265K 0.07% 117

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

Stewardship Advisors's MBB Position: Q3 2026 in Review

Stewardship Advisors increased its iShares MBS ETF (MBB) stake by 13% in Q3 2026, buying an estimated $46.6K and bringing the position to 4,504 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #109.

Stewardship Advisors first reported a position in MBB in Q2 2025 and has held it in 6 quarters since. 580 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Stewardship Advisors held 4,504 shares of iShares MBS ETF worth $404K as of Q3 2026.
  • Stewardship Advisors bought 503 iShares MBS ETF shares in Q3 2026, an estimated $46.6K.
  • iShares MBS ETF made up 0.08% of Stewardship Advisors's portfolio in Q3 2026, its #109 holding.
  • Stewardship Advisors first reported a position in iShares MBS ETF in Q2 2025 and has held it in 6 quarters since.
  • 580 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.