USA Financial Formulas
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USA Financial Formulas’s iShares MBS ETF MBB Stock Holding History

USA Financial Formulas’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 		$3.94K Buy
44
+9
+26% +$834 ﹤0.01% 335
2026
Q2 		$3.31K Buy
35
+15
+75% +$1.42K ﹤0.01% 367
2026
Q1 		$1.9K Buy
+20
New +$1.91K ﹤0.01% 326
2015
Q3 		– Sell
-2,330
Closed -$253K – 159
2015
Q2 		$253K Buy
+2,330
New +$255K 0.08% 186

Other funds holding MBB

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
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

USA Financial Formulas's MBB Position: Q3 2026 in Review

USA Financial Formulas increased its iShares MBS ETF (MBB) stake by 26% in Q3 2026, buying an estimated $834 and bringing the position to 44 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

USA Financial Formulas first reported a position in MBB in Q2 2015 and has held it in 4 quarters since. The position peaked at $253K in Q2 2015. 239 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • USA Financial Formulas held 44 shares of iShares MBS ETF worth $3.94K as of Q3 2026.
  • USA Financial Formulas bought 9 iShares MBS ETF shares in Q3 2026, an estimated $834.
  • iShares MBS ETF made up ﹤0.01% of USA Financial Formulas's portfolio in Q3 2026, its #335 holding.
  • USA Financial Formulas first reported a position in iShares MBS ETF in Q2 2015 and has held it in 4 quarters since.
  • USA Financial Formulas's iShares MBS ETF position peaked at $253K in Q2 2015.
  • 239 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.