Fedenia Advisers’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Fedenia Advisers’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	$1.96M	Buy	+41,712	New	+$2.03M	0.46%	44

Other funds holding MBBA

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Fedenia Advisers's MBBA Position: Q3 2026 in Review

Fedenia Advisers opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 41,712 shares worth $1.96M. The stake represents 0.46% of the portfolio and ranks #44 among its holdings.

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

Fedenia Advisers held 41,712 shares of iShares Mortgage-Backed Securities Active ETF worth $1.96M as of Q3 2026.
iShares Mortgage-Backed Securities Active ETF was a new Fedenia Advisers position in Q3 2026.
iShares Mortgage-Backed Securities Active ETF made up 0.46% of Fedenia Advisers's portfolio in Q3 2026, its #44 holding.
39 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.