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Cape Investment Advisory’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Cape Investment Advisory’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 		$239K Buy
+5,100
New +$248K 0.06% 219

Other funds holding MBBA

PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
SWM
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
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cape Investment Advisory's MBBA Position: Q3 2026 in Review

Cape Investment Advisory opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 5,100 shares worth $239K. The stake represents 0.06% of the portfolio and ranks #219 among its holdings.

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

  • Cape Investment Advisory held 5,100 shares of iShares Mortgage-Backed Securities Active ETF worth $239K as of Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF was a new Cape Investment Advisory position in Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF made up 0.06% of Cape Investment Advisory's portfolio in Q3 2026, its #219 holding.
  • 12 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.