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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Western Financial Corp's MBB Position: Q2 2026 in Review

Western Financial Corp increased its iShares MBS ETF (MBB) stake by 7.6% in Q2 2026, buying an estimated $27.7K and bringing the position to 4,150 shares worth $392K. The position accounts for 0.11% of the portfolio, ranked #102.

Western Financial Corp first reported a position in MBB in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.07M in Q3 2021. 495 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Western Financial Corp held 4,150 shares of iShares MBS ETF worth $392K as of Q2 2026.
  • Western Financial Corp bought 293 iShares MBS ETF shares in Q2 2026, an estimated $27.7K.
  • iShares MBS ETF made up 0.11% of Western Financial Corp's portfolio in Q2 2026, its #102 holding.
  • Western Financial Corp first reported a position in iShares MBS ETF in Q4 2020 and has held it in 23 quarters since.
  • Western Financial Corp's iShares MBS ETF position peaked at $5.07M in Q3 2021.
  • 495 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.