World Equity Group
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World Equity Group’s iShares MBS ETF MBB Stock Holding History

World Equity 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 		– Sell
-6,893
Closed -$652K – 333
2026
Q2 		$652K Buy
6,893
+971
+16% +$91.8K 0.15% 160
2026
Q1 		$562K Buy
5,922
+560
+10% +$53.5K 0.15% 178
2025
Q4 		$511K Buy
5,362
+824
+18% +$78.6K 0.14% 162
2025
Q3 		$432K Sell
4,538
-372
-8% -$34.9K 0.1% 201
2025
Q2 		$461K Buy
4,910
+506
+11% +$46.9K 0.13% 167
2025
Q1 		$413K Sell
4,404
-854
-16% -$79K 0.12% 176
2024
Q4 		$482K Buy
5,258
+1,377
+35% +$128K 0.1% 197
2024
Q3 		$372K Buy
3,881
+813
+26% +$76.8K 0.13% 153
2024
Q2 		$282K Sell
3,068
-2,872
-48% -$262K 0.08% 214
2024
Q1 		$549K Sell
5,940
-1,632
-22% -$151K 0.11% 172
2023
Q4 		$712K Sell
7,572
-2,598
-26% -$233K 0.14% 148
2023
Q3 		$903K Buy
10,170
+3,903
+62% +$357K 0.19% 126
2023
Q2 		$585K Buy
6,267
+2,907
+87% +$273K 0.17% 152
2023
Q1 		$312K Sell
3,360
-15,052
-82% -$1.42M 0.05% 368
2022
Q4 		$1.71M Buy
18,412
+13,309
+261% +$1.23M 0.41% 70
2022
Q3 		$467K Buy
5,103
+1,705
+50% +$165K 0.12% 173
2022
Q2 		$331K Buy
3,398
+166
+5% +$16.3K 0.08% 242
2022
Q1 		$329K Buy
+3,232
New +$337K 0.07% 261

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CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Ferguson Wellman Capital Management
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Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

World Equity Group's MBB Position: Q3 2026 in Review

World Equity Group sold out of iShares MBS ETF (MBB) in Q3 2026, closing a stake of 6,893 shares — an estimated $652K sold.

World Equity Group first reported a position in MBB in Q1 2022 and held it in 18 quarters. The position peaked at $1.71M in Q4 2022. 256 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

  • World Equity Group reported no remaining iShares MBS ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 6,893 iShares MBS ETF shares in Q3 2026, an estimated $652K.
  • World Equity Group first reported a position in iShares MBS ETF in Q1 2022 and held it in 18 quarters.
  • World Equity Group's iShares MBS ETF position peaked at $1.71M in Q4 2022.
  • 256 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.