Voisard Asset Management Group’s iShares MBS ETF MBB Stock Holding History

Voisard Asset Management 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 Q2	$1.5M	Sell	15,912 -42,827	-73%	-$4.05M	0.28%	38
2026 Q1	$5.58M	Sell	58,739 -95,405	-62%	-$9.11M	1.19%	15
2025 Q4	$14.7M	Buy	154,144 +9,525	+7%	+$909K	3.17%	10
2025 Q3	$13.8M	Buy	144,619 +9,377	+7%	+$881K	3.18%	10
2025 Q2	$12.7M	Buy	135,242 +13,349	+11%	+$1.24M	3.27%	11
2025 Q1	$11.4M	Buy	121,893 +39,791	+48%	+$3.68M	3.34%	11
2024 Q4	$7.53M	Buy	82,102 +78,565	+2,221%	+$7.32M	2.52%	12
2024 Q3	$339K	Buy	+3,537	New	+$334K	0.14%	60

Other funds holding MBB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Voisard Asset Management Group's MBB Position: Q2 2026 in Review

Voisard Asset Management Group reduced its iShares MBS ETF (MBB) stake by 73% in Q2 2026, selling an estimated $4.05M and leaving 15,912 shares worth $1.5M. The position accounts for 0.28% of the portfolio, ranked #38.

Voisard Asset Management Group first reported a position in MBB in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.7M in Q4 2025. 214 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Voisard Asset Management Group held 15,912 shares of iShares MBS ETF worth $1.5M as of Q2 2026.
Voisard Asset Management Group sold 42,827 iShares MBS ETF shares in Q2 2026, an estimated $4.05M.
iShares MBS ETF made up 0.28% of Voisard Asset Management Group's portfolio in Q2 2026, its #38 holding.
Voisard Asset Management Group first reported a position in iShares MBS ETF in Q3 2024 and has held it in 8 quarters since.
Voisard Asset Management Group's iShares MBS ETF position peaked at $14.7M in Q4 2025.
214 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.