FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Increases Stake in iShares MBS ETF (MBB) by 10.8%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, a registered investment adviser, increased its position in iShares MBS ETF (NASDAQ:MBB) by 10.8% during Q3 2026, according to its most…
01Ferguson Wellman Capital Management increased its iShares MBS ETF stake by 10.8% in Q3 2026, adding 166,594 shares for a total position of 1.7M shares worth $153.3M.
02The ETF trades at $89.53 per share with a $39.4B market capitalization.
03Institutional increases in MBS holdings typically signal conviction in the asset or belief in upside potential relative to price targets.
04MBS ETF positions reflect investor views on interest rates, credit conditions, and banking sector profitability.
0513F filings represent holdings at quarter-end and may not reflect current positions, with data typically filed up to 45 days after the reporting period.
Filing Details
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, a registered investment adviser, increased its position in iShares MBS ETF (NASDAQ:MBB) by 10.8% during Q3 2026, according to its most recent 13F filing with the Securities and Exchange Commission.
The firm purchased an additional 166,594 shares of the Financial Services company, bringing its total holdings to 1,711,063 shares valued at approximately $153.3M as of the filing date.
Market Context
iShares MBS ETF's stock currently trades at $89.53 with a market capitalization of $39.4B.
An increase in an existing position suggests FERGUSON WELLMAN CAPITAL MANAGEMENT, INC has growing conviction in iShares MBS ETF's trajectory. Institutional investors typically add to positions when they believe the stock still has upside relative to their price target, or when the company's fundamentals have improved since their initial purchase.
Financial sector holdings are closely tied to interest rate expectations and economic outlook. Institutional moves in iShares MBS ETF may reflect broader views on credit conditions and banking sector profitability.
The size of this position — $153.3 million — places it among the more significant institutional holdings in iShares MBS ETF. Large positions like this can influence trading dynamics and are closely watched by market participants tracking smart money flows.
Investors should note that 13F filings reflect holdings as of the end of the reporting quarter and are filed up to 45 days later. The position may have changed since the filing date. 13F data is most useful when analyzed alongside other signals such as insider transactions, analyst ratings, and fundamental trends.
A 13F filing is a quarterly SEC report required for institutional managers with over $100 million in assets. It discloses equity holdings, providing transparency into how firms like FERGUSON WELLMAN CAPITAL MANAGEMENT, INC position their portfolios.