Focus Partners Wealth
MBBA

Focus Partners Wealth’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Focus Partners Wealth’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 		$229K Hold
4,595
– – ﹤0.01% 2420
2026
Q1 		$229K Buy
+4,595
New +$231K ﹤0.01% 2343

Other funds holding MBBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Focus Partners Wealth's MBBA Position: Q2 2026 in Review

Focus Partners Wealth held its iShares Mortgage-Backed Securities Active ETF (MBBA) position steady in Q2 2026 at 4,595 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

Focus Partners Wealth first reported a position in MBBA in Q1 2026 and has held it in 2 quarters since. The position peaked at $229K in Q1 2026. 31 funds tracked by Wall St. Rank hold MBBA as of Q2 2026.

  • Focus Partners Wealth held 4,595 shares of iShares Mortgage-Backed Securities Active ETF worth $229K as of Q2 2026.
  • Focus Partners Wealth left its iShares Mortgage-Backed Securities Active ETF share count unchanged in Q2 2026.
  • iShares Mortgage-Backed Securities Active ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2420 holding.
  • Focus Partners Wealth first reported a position in iShares Mortgage-Backed Securities Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Focus Partners Wealth's iShares Mortgage-Backed Securities Active ETF position peaked at $229K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.