Concurrent Investment Advisors
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Concurrent Investment Advisors’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Concurrent Investment Advisors’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 		$417K Buy
+8,881
New +$432K ﹤0.01% 1676

Other funds holding MBBA

MAM
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TSA Wealth Management
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Fedenia Advisers
Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return
Pettinga Financial Advisors
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

Concurrent Investment Advisors's MBBA Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 8,881 shares worth $417K. The stake represents ﹤0.01% of the portfolio and ranks #1676 among its holdings.

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

  • Concurrent Investment Advisors held 8,881 shares of iShares Mortgage-Backed Securities Active ETF worth $417K as of Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF was a new Concurrent Investment Advisors position in Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1676 holding.
  • 43 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.