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Tactive Advisors’s iShares MBS ETF MBB Stock Holding History

Tactive 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 		$261K Sell
2,908
-70
-2% -$6.49K 0.06% 228
2026
Q2 		$281K Sell
2,978
-1,202
-29% -$114K 0.07% 219
2026
Q1 		$397K Buy
4,180
+80
+2% +$7.64K 0.11% 171
2025
Q4 		$390K Sell
4,100
-694
-14% -$66.2K 0.11% 169
2025
Q3 		$456K Buy
4,794
+2,292
+92% +$215K 0.13% 152
2025
Q2 		$235K Buy
+2,502
New +$232K 0.08% 197

Other funds holding MBB

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tactive Advisors's MBB Position: Q3 2026 in Review

Tactive Advisors reduced its iShares MBS ETF (MBB) stake by 2.4% in Q3 2026, selling an estimated $6.49K and leaving 2,908 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #228.

Tactive Advisors first reported a position in MBB in Q2 2025 and has held it in 6 quarters since. The position peaked at $456K in Q3 2025. 45 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Tactive Advisors held 2,908 shares of iShares MBS ETF worth $261K as of Q3 2026.
  • Tactive Advisors sold 70 iShares MBS ETF shares in Q3 2026, an estimated $6.49K.
  • iShares MBS ETF made up 0.06% of Tactive Advisors's portfolio in Q3 2026, its #228 holding.
  • Tactive Advisors first reported a position in iShares MBS ETF in Q2 2025 and has held it in 6 quarters since.
  • Tactive Advisors's iShares MBS ETF position peaked at $456K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.