Western Financial Corp
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Western Financial Corp’s iShares MBS ETF MBB Stock Holding History

Western Financial Corp’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 		– Sell
-4,150
Closed -$392K – 145
2026
Q2 		$392K Buy
4,150
+293
+8% +$27.7K 0.11% 102
2026
Q1 		$366K Sell
3,857
-280
-7% -$26.8K 0.14% 102
2025
Q4 		$394K Sell
4,137
-177
-4% -$16.9K 0.16% 92
2025
Q3 		$410K Sell
4,314
-76
-2% -$7.14K 0.18% 96
2025
Q2 		$412K Sell
4,390
-28
-0.6% -$2.6K 0.22% 93
2025
Q1 		$414K Sell
4,418
-966
-18% -$89.3K 0.24% 89
2024
Q4 		$494K Sell
5,384
-1,502
-22% -$140K 0.27% 90
2024
Q3 		$660K Buy
6,886
+7
+0.1% +$662 0.37% 79
2024
Q2 		$632K Sell
6,879
-223
-3% -$20.3K 0.38% 76
2024
Q1 		$656K Sell
7,102
-1,251
-15% -$116K 0.4% 76
2023
Q4 		$786K Sell
8,353
-60
-0.7% -$5.38K 0.53% 48
2023
Q3 		$747K Sell
8,413
-1,941
-19% -$177K 0.55% 41
2023
Q2 		$966K Sell
10,354
-415
-4% -$39K 0.66% 28
2023
Q1 		$1.02M Sell
10,769
-199
-2% -$18.8K 0.73% 24
2022
Q4 		$1.02M Sell
10,968
-2,660
-20% -$245K 0.66% 27
2022
Q3 		$1.25M Sell
13,628
-1,904
-12% -$185K 0.87% 19
2022
Q2 		$1.51M Sell
15,532
-1,651
-10% -$162K 1.08% 10
2022
Q1 		$1.75M Sell
17,183
-29,372
-63% -$3.07M 1.02% 12
2021
Q4 		$5M Sell
46,555
-366
-0.8% -$39.4K 2.62% 3
2021
Q3 		$5.07M Buy
46,921
+7,677
+20% +$833K 3.01% 3
2021
Q2 		$4.25M Buy
39,244
+3,682
+10% +$399K 2.29% 4
2021
Q1 		$3.86M Buy
35,562
+1,222
+4% +$134K 2.36% 3
2020
Q4 		$3.78M Buy
+34,340
New +$3.78M 2.49% 3

Other funds holding MBB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Western Financial Corp's MBB Position: Q3 2026 in Review

Western Financial Corp sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 4,150 shares — an estimated $392K sold.

Western Financial Corp first reported a position in MBB in Q4 2020 and held it in 23 quarters. The position peaked at $5.07M in Q3 2021. 628 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Western Financial Corp reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
  • Western Financial Corp sold 4,150 iShares MBS ETF shares in Q3 2026, an estimated $392K.
  • Western Financial Corp first reported a position in iShares MBS ETF in Q4 2020 and held it in 23 quarters.
  • Western Financial Corp's iShares MBS ETF position peaked at $5.07M in Q3 2021.
  • 628 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.