Superior Planning, LLC’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Superior Planning, LLC’s Portfolio MBBA Stock Details MBBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30.2K	Buy	+643	New	+$31.3K	0.01%	538

Other funds holding MBBA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Superior Planning, LLC's MBBA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 643 shares worth $30.2K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings.

114 funds tracked by Wall St. Rank hold MBBA as of Q3 2026.

Superior Planning, LLC held 643 shares of iShares Mortgage-Backed Securities Active ETF worth $30.2K as of Q3 2026.
iShares Mortgage-Backed Securities Active ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Mortgage-Backed Securities Active ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #538 holding.
114 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.