Commonwealth Equity Services’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Commonwealth Equity Services’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	$552K	Buy	11,777 +4,360	+59%	+$212K	﹤0.01%	3160
2026 Q2	$369K	Sell	7,417 -11,956	-62%	-$594K	﹤0.01%	3581
2026 Q1	$964K	Buy	+19,373	New	+$972K	﹤0.01%	2646

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

Commonwealth Equity Services's MBBA Position: Q3 2026 in Review

Commonwealth Equity Services increased its iShares Mortgage-Backed Securities Active ETF (MBBA) stake by 59% in Q3 2026, buying an estimated $212K and bringing the position to 11,777 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #3160.

Commonwealth Equity Services first reported a position in MBBA in Q1 2026 and has held it in 3 quarters since. The position peaked at $964K in Q1 2026. 140 funds tracked by Wall St. Rank hold MBBA as of Q3 2026.

Commonwealth Equity Services held 11,777 shares of iShares Mortgage-Backed Securities Active ETF worth $552K as of Q3 2026.
Commonwealth Equity Services bought 4,360 iShares Mortgage-Backed Securities Active ETF shares in Q3 2026, an estimated $212K.
iShares Mortgage-Backed Securities Active ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #3160 holding.
Commonwealth Equity Services first reported a position in iShares Mortgage-Backed Securities Active ETF in Q1 2026 and has held it in 3 quarters since.
Commonwealth Equity Services's iShares Mortgage-Backed Securities Active ETF position peaked at $964K in Q1 2026.
140 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.