Strategic Blueprint
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Strategic Blueprint’s iShares MBS ETF MBB Stock Holding History

Strategic Blueprint’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 		$445K Sell
4,964
-27,316
-85% -$2.53M 0.02% 475
2026
Q2 		$3.05M Buy
32,280
+13,847
+75% +$1.31M 0.15% 146
2026
Q1 		$1.75M Sell
18,433
-1,167
-6% -$111K 0.1% 195
2025
Q4 		$1.87M Sell
19,600
-1,292
-6% -$123K 0.11% 186
2025
Q3 		$1.99M Sell
20,892
-838
-4% -$78.7K 0.09% 203
2025
Q2 		$2.04M Buy
21,730
+664
+3% +$61.5K 0.1% 186
2025
Q1 		$1.98M Buy
21,066
+827
+4% +$76.5K 0.11% 179
2024
Q4 		$1.86M Buy
20,239
+1,532
+8% +$143K 0.11% 163
2024
Q3 		$1.79M Buy
18,707
+116
+0.6% +$11K 0.11% 169
2024
Q2 		$1.71M Sell
18,591
-4,162
-18% -$379K 0.12% 167
2024
Q1 		$2.1M Sell
22,753
-514
-2% -$47.5K 0.15% 141
2023
Q4 		$2.19M Sell
23,267
-2,911
-11% -$261K 0.18% 126
2023
Q3 		$2.32M Sell
26,178
-2,093
-7% -$191K 0.21% 103
2023
Q2 		$2.64M Sell
28,271
-3,690
-12% -$347K 0.25% 90
2023
Q1 		$3.03M Buy
31,961
+2,215
+7% +$209K 0.31% 79
2022
Q4 		$2.76M Buy
29,746
+17,537
+144% +$1.62M 0.32% 79
2022
Q3 		$1.12M Sell
12,209
-446
-4% -$43.2K 0.13% 165
2022
Q2 		$1.23M Buy
12,655
+1,640
+15% +$161K 0.15% 148
2022
Q1 		$1.12M Sell
11,015
-3,520
-24% -$367K 0.13% 164
2021
Q4 		$1.56M Buy
14,535
+1,222
+9% +$132K 0.2% 104
2021
Q3 		$1.44M Buy
13,313
+5,036
+61% +$546K 0.22% 100
2021
Q2 		$896K Sell
8,277
-296
-3% -$32.1K 0.14% 144
2021
Q1 		$929K Sell
8,573
-546
-6% -$59.8K 0.2% 109
2020
Q4 		$1M Buy
+9,119
New +$1M 0.25% 88
2019
Q4 		– Sell
-159
Closed -$17K – 287
2019
Q3 		$17K Buy
+159
New +$17.2K 0.01% 248

Other funds holding MBB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Strategic Blueprint's MBB Position: Q3 2026 in Review

Strategic Blueprint reduced its iShares MBS ETF (MBB) stake by 85% in Q3 2026, selling an estimated $2.53M and leaving 4,964 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #475.

Strategic Blueprint first reported a position in MBB in Q3 2019 and has held it in 25 quarters since. The position peaked at $3.05M in Q2 2026. 628 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Strategic Blueprint held 4,964 shares of iShares MBS ETF worth $445K as of Q3 2026.
  • Strategic Blueprint sold 27,316 iShares MBS ETF shares in Q3 2026, an estimated $2.53M.
  • iShares MBS ETF made up 0.02% of Strategic Blueprint's portfolio in Q3 2026, its #475 holding.
  • Strategic Blueprint first reported a position in iShares MBS ETF in Q3 2019 and has held it in 25 quarters since.
  • Strategic Blueprint's iShares MBS ETF position peaked at $3.05M in Q2 2026.
  • 628 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.