Arax Advisory Partners’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Arax Advisory Partners’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	$4.49M	Buy	+95,757	New	+$4.66M	0.03%	607

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

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 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

Arax Advisory Partners's MBBA Position: Q3 2026 in Review

Arax Advisory Partners opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 95,757 shares worth $4.49M. The stake represents 0.03% of the portfolio and ranks #607 among its holdings.

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

Arax Advisory Partners held 95,757 shares of iShares Mortgage-Backed Securities Active ETF worth $4.49M as of Q3 2026.
iShares Mortgage-Backed Securities Active ETF was a new Arax Advisory Partners position in Q3 2026.
iShares Mortgage-Backed Securities Active ETF made up 0.03% of Arax Advisory Partners's portfolio in Q3 2026, its #607 holding.
116 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.