Traveka Wealth
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Traveka Wealth’s iShares MBS ETF MBB Stock Holding History

Traveka Wealth’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 		$6.3M Buy
70,280
+12,694
+22% +$1.18M 1.94% 12
2026
Q2 		$5.44M Buy
57,586
+8,787
+18% +$831K 1.81% 12
2026
Q1 		$4.63M Buy
48,799
+27,726
+132% +$2.65M 1.77% 16
2025
Q4 		$2.01M Buy
21,073
+9,016
+75% +$860K 0.82% 31
2025
Q3 		$1.15M Buy
+12,057
New +$1.13M 0.51% 40

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Traveka Wealth's MBB Position: Q3 2026 in Review

Traveka Wealth increased its iShares MBS ETF (MBB) stake by 22% in Q3 2026, buying an estimated $1.18M and bringing the position to 70,280 shares worth $6.3M. The position accounts for 1.94% of the portfolio, ranked #12.

Traveka Wealth first reported a position in MBB in Q3 2025 and has held it in 5 quarters since. 433 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Traveka Wealth held 70,280 shares of iShares MBS ETF worth $6.3M as of Q3 2026.
  • Traveka Wealth bought 12,694 iShares MBS ETF shares in Q3 2026, an estimated $1.18M.
  • iShares MBS ETF made up 1.94% of Traveka Wealth's portfolio in Q3 2026, its #12 holding.
  • Traveka Wealth first reported a position in iShares MBS ETF in Q3 2025 and has held it in 5 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.