Cerity Partners’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Cerity Partners’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	$887K	Buy	+18,905	New	+$920K	﹤0.01%	2096

Other funds holding MBBA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Cerity Partners's MBBA Position: Q3 2026 in Review

Cerity Partners opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 18,905 shares worth $887K. The stake represents ﹤0.01% of the portfolio and ranks #2096 among its holdings.

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

Cerity Partners held 18,905 shares of iShares Mortgage-Backed Securities Active ETF worth $887K as of Q3 2026.
iShares Mortgage-Backed Securities Active ETF was a new Cerity Partners position in Q3 2026.
iShares Mortgage-Backed Securities Active ETF made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #2096 holding.
140 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.