Verus Capital Partners
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Verus Capital Partners’s iShares MBS ETF MBB Stock Holding History

Verus Capital Partners’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 		$867K Sell
9,680
-22,069
-70% -$2.05M 0.05% 216
2026
Q2 		$3M Buy
31,749
+2,411
+8% +$228K 0.16% 90
2026
Q1 		$2.79M Buy
29,338
+1,149
+4% +$110K 0.19% 83
2025
Q4 		$2.68M Buy
28,189
+2,417
+9% +$231K 0.18% 82
2025
Q3 		$2.45M Buy
25,772
+1,959
+8% +$184K 0.19% 69
2025
Q2 		$2.24M Buy
23,813
+2,367
+11% +$219K 0.2% 72
2025
Q1 		$2.01M Sell
21,446
-2,674
-11% -$247K 0.2% 72
2024
Q4 		$2.21M Sell
24,120
-3,421
-12% -$319K 0.21% 65
2024
Q3 		$2.64M Buy
27,541
+5,895
+27% +$557K 0.26% 56
2024
Q2 		$1.99M Buy
21,646
+2,484
+13% +$226K 0.21% 74
2024
Q1 		$1.77M Buy
19,162
+5,182
+37% +$479K 0.2% 77
2023
Q4 		$1.32M Buy
13,980
+10,112
+261% +$907K 0.16% 88
2023
Q3 		$344K Sell
3,868
-471
-11% -$43K 0.05% 206
2023
Q2 		$405K Buy
4,339
+110
+3% +$10.3K 0.06% 187
2023
Q1 		$401K Buy
4,229
+1,214
+40% +$115K 0.06% 183
2022
Q4 		$280K Buy
+3,015
New +$278K 0.05% 214
2020
Q1 		$19K Hold
170
– – 0.01% 820
2019
Q4 		$18K Buy
+170
New +$18.4K 0.01% 942

Other funds holding MBB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Verus Capital Partners's MBB Position: Q3 2026 in Review

Verus Capital Partners reduced its iShares MBS ETF (MBB) stake by 70% in Q3 2026, selling an estimated $2.05M and leaving 9,680 shares worth $867K. The position accounts for 0.05% of the portfolio, ranked #216.

Verus Capital Partners first reported a position in MBB in Q4 2019 and has held it in 18 quarters since. The position peaked at $3M in Q2 2026. 540 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Verus Capital Partners held 9,680 shares of iShares MBS ETF worth $867K as of Q3 2026.
  • Verus Capital Partners sold 22,069 iShares MBS ETF shares in Q3 2026, an estimated $2.05M.
  • iShares MBS ETF made up 0.05% of Verus Capital Partners's portfolio in Q3 2026, its #216 holding.
  • Verus Capital Partners first reported a position in iShares MBS ETF in Q4 2019 and has held it in 18 quarters since.
  • Verus Capital Partners's iShares MBS ETF position peaked at $3M in Q2 2026.
  • 540 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Verus Capital Partners's 13F filing for Q3 2026, filed 3 Nov 2026.