Vise Technologies
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Vise Technologies’s iShares MBS ETF MBB Stock Holding History

Vise Technologies’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 		$27.1M Sell
302,110
-127,529
-30% -$11.8M 0.23% 83
2026
Q2 		$40.6M Buy
429,639
+222,128
+107% +$21M 0.46% 48
2026
Q1 		$19.8M Hold
207,511
– – 0.39% 46
2025
Q4 		$19.8M Buy
207,511
+35,240
+20% +$3.36M 0.39% 46
2025
Q3 		$16.4M Buy
172,271
+12,291
+8% +$1.15M 0.61% 30
2025
Q2 		$15M Buy
+159,980
New +$14.8M 0.62% 27
2024
Q4 		$11.6M Buy
126,919
+4,699
+4% +$438K 0.97% 17
2024
Q3 		$11.7M Sell
122,220
-905
-0.7% -$85.5K 1.49% 12
2024
Q2 		$11.3M Buy
123,125
+17,405
+16% +$1.59M 1.98% 9
2024
Q1 		$9.8M Buy
105,720
+9,366
+10% +$866K 1.92% 8
2023
Q4 		$9.06M Buy
96,354
+676
+0.7% +$60.6K 1.95% 6
2023
Q3 		$8.5M Sell
95,678
-4,852
-5% -$443K 2.09% 6
2023
Q2 		$9.38M Buy
100,530
+8,707
+9% +$819K 2.27% 5
2023
Q1 		$8.7M Buy
91,823
+21,398
+30% +$2.02M 2.29% 7
2022
Q4 		$6.53M Buy
70,425
+13,863
+25% +$1.28M 2.04% 9
2022
Q3 		$5.18M Buy
56,562
+7,309
+15% +$709K 1.95% 10
2022
Q2 		$4.8M Buy
49,253
+18,967
+63% +$1.86M 1.86% 10
2022
Q1 		$3.08M Buy
+30,286
New +$3.16M 1.16% 24

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

Vise Technologies's MBB Position: Q3 2026 in Review

Vise Technologies reduced its iShares MBS ETF (MBB) stake by 30% in Q3 2026, selling an estimated $11.8M and leaving 302,110 shares worth $27.1M. The position accounts for 0.23% of the portfolio, ranked #83.

Vise Technologies first reported a position in MBB in Q1 2022 and has held it in 18 quarters since. The position peaked at $40.6M in Q2 2026. 390 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Vise Technologies held 302,110 shares of iShares MBS ETF worth $27.1M as of Q3 2026.
  • Vise Technologies sold 127,529 iShares MBS ETF shares in Q3 2026, an estimated $11.8M.
  • iShares MBS ETF made up 0.23% of Vise Technologies's portfolio in Q3 2026, its #83 holding.
  • Vise Technologies first reported a position in iShares MBS ETF in Q1 2022 and has held it in 18 quarters since.
  • Vise Technologies's iShares MBS ETF position peaked at $40.6M in Q2 2026.
  • 390 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.