AssetMark Inc’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

AssetMark Inc’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	$966K	Buy	+20,599	New	+$1M	﹤0.01%	1101

Other funds holding MBBA

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 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

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc's MBBA Position: Q3 2026 in Review

AssetMark Inc opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 20,599 shares worth $966K. The stake represents ﹤0.01% of the portfolio and ranks #1101 among its holdings.

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

AssetMark Inc held 20,599 shares of iShares Mortgage-Backed Securities Active ETF worth $966K as of Q3 2026.
iShares Mortgage-Backed Securities Active ETF was a new AssetMark Inc position in Q3 2026.
iShares Mortgage-Backed Securities Active ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1101 holding.
33 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.