VisionPoint Advisory Group’s iShares MBS ETF MBB Stock Holding History

VisionPoint Advisory Group’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	$2.37M	Buy	26,435 +7,179	+37%	+$666K	0.37%	69
2026 Q2	$1.82M	Buy	19,256 +15,841	+464%	+$1.5M	0.3%	77
2026 Q1	$324K	Buy	+3,415	New	+$326K	0.06%	317
2025 Q3	–	Sell	-17,089	Closed	-$1.6M	–	402
2025 Q2	$1.6M	Buy	+17,089	New	+$1.58M	0.35%	79
2024 Q2	–	Sell	-15	Closed	-$1.37K	–	854
2024 Q1	$1.41K	Buy	15 +14	+1,400%	+$1.29K	﹤0.01%	708
2023 Q4	$21	Sell	1 -220	-100%	-$19.7K	﹤0.01%	721
2023 Q3	$19.6K	Buy	+221	New	+$20.2K	0.01%	380

Other funds holding MBB

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VisionPoint Advisory Group's MBB Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares MBS ETF (MBB) stake by 37% in Q3 2026, buying an estimated $666K and bringing the position to 26,435 shares worth $2.37M. The position accounts for 0.37% of the portfolio, ranked #69.

VisionPoint Advisory Group first reported a position in MBB in Q3 2023 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

VisionPoint Advisory Group held 26,435 shares of iShares MBS ETF worth $2.37M as of Q3 2026.
VisionPoint Advisory Group bought 7,179 iShares MBS ETF shares in Q3 2026, an estimated $666K.
iShares MBS ETF made up 0.37% of VisionPoint Advisory Group's portfolio in Q3 2026, its #69 holding.
VisionPoint Advisory Group first reported a position in iShares MBS ETF in Q3 2023 and has held it in 7 quarters since.
45 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.