American Trust’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

American Trust’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 Q2	$280K	Buy	+5,617	New	+$279K	0.02%	256

Other funds holding MBBA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

DSA

Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return

American Trust's MBBA Position: Q2 2026 in Review

American Trust opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q2 2026: 5,617 shares worth $280K. The stake represents 0.02% of the portfolio and ranks #256 among its holdings.

31 funds tracked by Wall St. Rank hold MBBA as of Q2 2026.

American Trust held 5,617 shares of iShares Mortgage-Backed Securities Active ETF worth $280K as of Q2 2026.
iShares Mortgage-Backed Securities Active ETF was a new American Trust position in Q2 2026.
iShares Mortgage-Backed Securities Active ETF made up 0.02% of American Trust's portfolio in Q2 2026, its #256 holding.
31 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.