Droms Strauss Advisors
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Droms Strauss Advisors’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Droms Strauss 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 		$550K Buy
11,715
+4,298
+58% +$209K 0.13% 59
2026
Q2 		$369K Buy
+7,417
New +$368K 0.08% 67

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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
OneDigital Investment Advisors
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Droms Strauss Advisors's MBBA Position: Q3 2026 in Review

Droms Strauss Advisors increased its iShares Mortgage-Backed Securities Active ETF (MBBA) stake by 58% in Q3 2026, buying an estimated $209K and bringing the position to 11,715 shares worth $550K. The position accounts for 0.13% of the portfolio, ranked #59.

Droms Strauss Advisors first reported a position in MBBA in Q2 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold MBBA as of Q3 2026.

  • Droms Strauss Advisors held 11,715 shares of iShares Mortgage-Backed Securities Active ETF worth $550K as of Q3 2026.
  • Droms Strauss Advisors bought 4,298 iShares Mortgage-Backed Securities Active ETF shares in Q3 2026, an estimated $209K.
  • iShares Mortgage-Backed Securities Active ETF made up 0.13% of Droms Strauss Advisors's portfolio in Q3 2026, its #59 holding.
  • Droms Strauss Advisors first reported a position in iShares Mortgage-Backed Securities Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Droms Strauss Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.