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

Golden State 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 Q2	$4.68K	Hold	94	–	–	﹤0.01%	1269
2026 Q1	$4.68K	Buy	+94	New	+$4.72K	﹤0.01%	1226

Other funds holding MBBA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Golden State Wealth Management's MBBA Position: Q2 2026 in Review

Golden State Wealth Management held its iShares Mortgage-Backed Securities Active ETF (MBBA) position steady in Q2 2026 at 94 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Golden State Wealth Management first reported a position in MBBA in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.68K in Q1 2026. 31 funds tracked by Wall St. Rank hold MBBA as of Q2 2026.

Golden State Wealth Management held 94 shares of iShares Mortgage-Backed Securities Active ETF worth $4.68K as of Q2 2026.
Golden State Wealth Management 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 Golden State Wealth Management's portfolio in Q2 2026, its #1269 holding.
Golden State Wealth Management first reported a position in iShares Mortgage-Backed Securities Active ETF in Q1 2026 and has held it in 2 quarters since.
Golden State Wealth Management's iShares Mortgage-Backed Securities Active ETF position peaked at $4.68K in Q1 2026.
31 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.