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

Blue Trust 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	$531K	Buy	+11,329	New	+$552K	0.01%	460

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

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

CFG

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Blue Trust Inc's MBBA Position: Q3 2026 in Review

Blue Trust Inc opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 11,329 shares worth $531K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings.

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

Blue Trust Inc held 11,329 shares of iShares Mortgage-Backed Securities Active ETF worth $531K as of Q3 2026.
iShares Mortgage-Backed Securities Active ETF was a new Blue Trust Inc position in Q3 2026.
iShares Mortgage-Backed Securities Active ETF made up 0.01% of Blue Trust Inc's portfolio in Q3 2026, its #460 holding.
21 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.