Diversify Wealth Management
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Diversify Wealth Management’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Diversify Wealth Management’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 		$309K Buy
+6,508
New +$317K ﹤0.01% 1083

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Prosperity Capital Advisors
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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

Diversify Wealth Management's MBBA Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 6,508 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1083 among its holdings.

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

  • Diversify Wealth Management held 6,508 shares of iShares Mortgage-Backed Securities Active ETF worth $309K as of Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF was a new Diversify Wealth Management position in Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1083 holding.
  • 43 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.