Toth Financial Advisory
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Toth Financial Advisory’s iShares MBS ETF MBB Stock Holding History

Toth Financial Advisory’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 		$6.1K Buy
+68
New +$6.3K ﹤0.01% 640
2026
Q2 		– Sell
-426
Closed -$40.4K – 955
2026
Q1 		$40.4K Hold
426
– – ﹤0.01% 385
2025
Q4 		$40.6K Buy
+426
New +$40.6K ﹤0.01% 386

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Ferguson Wellman Capital Management
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Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Toth Financial Advisory's MBB Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in iShares MBS ETF (MBB) in Q3 2026: 68 shares worth $6.1K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in MBB as recently as Q1 2026.

Toth Financial Advisory first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.6K in Q4 2025. 199 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Toth Financial Advisory held 68 shares of iShares MBS ETF worth $6.1K as of Q3 2026.
  • iShares MBS ETF was a new Toth Financial Advisory position in Q3 2026.
  • iShares MBS ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #640 holding.
  • Toth Financial Advisory first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Toth Financial Advisory's iShares MBS ETF position peaked at $40.6K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.