Golden State Wealth Management
MBBA icon

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
Q3 		$4.41K Hold
94
– – ﹤0.01% 1252
2026
Q2 		$4.68K Hold
94
– – ﹤0.01% 1269
2026
Q1 		$4.68K Buy
+94
New +$4.72K ﹤0.01% 1226

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Bank of New York Mellon
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United Capital Financial Advisors
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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
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Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Golden State Wealth Management's MBBA Position: Q3 2026 in Review

Golden State Wealth Management held its iShares Mortgage-Backed Securities Active ETF (MBBA) position steady in Q3 2026 at 94 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Golden State Wealth Management first reported a position in MBBA in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.68K in Q1 2026. 122 funds tracked by Wall St. Rank hold MBBA as of Q3 2026.

  • Golden State Wealth Management held 94 shares of iShares Mortgage-Backed Securities Active ETF worth $4.41K as of Q3 2026.
  • Golden State Wealth Management left its iShares Mortgage-Backed Securities Active ETF share count unchanged in Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q3 2026, its #1252 holding.
  • Golden State Wealth Management first reported a position in iShares Mortgage-Backed Securities Active ETF in Q1 2026 and has held it in 3 quarters since.
  • Golden State Wealth Management's iShares Mortgage-Backed Securities Active ETF position peaked at $4.68K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.