CFG
MBBA

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

Cassilly Financial 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 		$837K Buy
+17,844
New +$869K 0.56% 37

Other funds holding MBBA

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Cassilly Financial Group's MBBA Position: Q3 2026 in Review

Cassilly Financial Group opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 17,844 shares worth $837K. The stake represents 0.56% of the portfolio and ranks #37 among its holdings.

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

  • Cassilly Financial Group held 17,844 shares of iShares Mortgage-Backed Securities Active ETF worth $837K as of Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF was a new Cassilly Financial Group position in Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF made up 0.56% of Cassilly Financial Group's portfolio in Q3 2026, its #37 holding.
  • 5 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.