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Successful Portfolios’s iShares MBS ETF MBB Stock Holding History

Successful Portfolios’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 		$620K Buy
6,614
+935
+16% +$88.4K 0.29% 69
2026
Q1 		$539K Buy
5,679
+357
+7% +$34.1K 0.3% 69
2025
Q4 		$510K Sell
5,322
-12
-0.2% -$1.15K 0.26% 82
2025
Q3 		$508K Buy
5,334
+69
+1% +$6.48K 0.3% 71
2025
Q2 		$494K Sell
5,265
-21
-0.4% -$1.95K 0.3% 67
2025
Q1 		$496K Buy
5,286
+16
+0.3% +$1.48K 0.34% 64
2024
Q4 		$483K Buy
5,270
+69
+1% +$6.42K 0.32% 64
2024
Q3 		$498K Buy
5,201
+15
+0.3% +$1.42K 0.34% 60
2024
Q2 		$476K Buy
5,186
+199
+4% +$18.1K 0.33% 63
2024
Q1 		$461K Buy
4,987
+963
+24% +$89.1K 0.31% 70
2023
Q4 		$379K Sell
4,024
-60
-1% -$5.38K 0.28% 83
2023
Q3 		$363K Sell
4,084
-569
-12% -$52K 0.32% 73
2023
Q2 		$434K Sell
4,653
-217
-4% -$20.4K 0.37% 65
2023
Q1 		$461K Buy
4,870
+160
+3% +$15.1K 0.29% 87
2022
Q4 		$437K Sell
4,710
-271
-5% -$25K 0.29% 92
2022
Q3 		$456K Sell
4,981
-121
-2% -$11.7K 0.33% 77
2022
Q2 		$497K Sell
5,102
-130
-2% -$12.8K 0.33% 78
2022
Q1 		$533K Sell
5,232
-5
-0.1% -$522 0.3% 86
2021
Q4 		$563K Sell
5,237
-1
-0% -$108 0.31% 82
2021
Q3 		$566K Sell
5,238
-15
-0.3% -$1.63K 0.34% 77
2021
Q2 		$569K Sell
5,253
-2
-0% -$217 0.34% 74
2021
Q1 		$570K Buy
5,255
+514
+11% +$56.3K 0.38% 70
2020
Q4 		$522K Buy
4,741
+466
+11% +$51.3K 0.37% 74
2020
Q3 		$472K Buy
4,275
+169
+4% +$18.7K 0.38% 74
2020
Q2 		$455K Buy
4,106
+223
+6% +$24.7K 0.4% 76
2020
Q1 		$429K Buy
3,883
+1,315
+51% +$143K 0.43% 72
2019
Q4 		$277K Buy
+2,568
New +$277K 0.25% 110

Other funds holding MBB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $59.6B AUM 29.42% 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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return