Ascent Group’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Ascent Group’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	$4.22M	Buy	+89,961	New	+$4.38M	0.13%	153

Other funds holding MBBA

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

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

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return

Ascent Group's MBBA Position: Q3 2026 in Review

Ascent Group opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 89,961 shares worth $4.22M. The stake represents 0.13% of the portfolio and ranks #153 among its holdings.

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

Ascent Group held 89,961 shares of iShares Mortgage-Backed Securities Active ETF worth $4.22M as of Q3 2026.
iShares Mortgage-Backed Securities Active ETF was a new Ascent Group position in Q3 2026.
iShares Mortgage-Backed Securities Active ETF made up 0.13% of Ascent Group's portfolio in Q3 2026, its #153 holding.
56 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Ascent Group's 13F filing for Q3 2026, filed 30 Oct 2026.