Westfuller Advisors
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Westfuller Advisors’s iShares MBS ETF MBB Stock Holding History

Westfuller Advisors’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 		$34.3K Hold
383
– – 0.01% 338
2026
Q2 		$36.2K Hold
383
– – 0.01% 335
2026
Q1 		$36.4K Buy
383
+39
+11% +$3.73K 0.02% 300
2025
Q4 		$32.8K Hold
344
– – 0.01% 325
2025
Q3 		$32.7K Buy
+344
New +$32.3K 0.01% 325

Other funds holding MBB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
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
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Westfuller Advisors's MBB Position: Q3 2026 in Review

Westfuller Advisors held its iShares MBS ETF (MBB) position steady in Q3 2026 at 383 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #338.

Westfuller Advisors first reported a position in MBB in Q3 2025 and has held it in 5 quarters since. The position peaked at $36.4K in Q1 2026. 820 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • Westfuller Advisors held 383 shares of iShares MBS ETF worth $34.3K as of Q3 2026.
  • Westfuller Advisors left its iShares MBS ETF share count unchanged in Q3 2026.
  • iShares MBS ETF made up 0.01% of Westfuller Advisors's portfolio in Q3 2026, its #338 holding.
  • Westfuller Advisors first reported a position in iShares MBS ETF in Q3 2025 and has held it in 5 quarters since.
  • Westfuller Advisors's iShares MBS ETF position peaked at $36.4K in Q1 2026.
  • 820 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.