Envestnet Asset Management
MBBA

Envestnet Asset Management’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Envestnet Asset 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
Q2 		$44.1M Buy
885,221
+724,317
+450% +$36M 0.01% 934
2026
Q1 		$8.01M Buy
+160,904
New +$8.07M ﹤0.01% 1980

Other funds holding MBBA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management's MBBA Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares Mortgage-Backed Securities Active ETF (MBBA) stake by 450% in Q2 2026, buying an estimated $36M and bringing the position to 885,221 shares worth $44.1M. The position accounts for 0.01% of the portfolio, ranked #934.

Envestnet Asset Management first reported a position in MBBA in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold MBBA as of Q2 2026.

  • Envestnet Asset Management held 885,221 shares of iShares Mortgage-Backed Securities Active ETF worth $44.1M as of Q2 2026.
  • Envestnet Asset Management bought 724,317 iShares Mortgage-Backed Securities Active ETF shares in Q2 2026, an estimated $36M.
  • iShares Mortgage-Backed Securities Active ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #934 holding.
  • Envestnet Asset Management first reported a position in iShares Mortgage-Backed Securities Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.