Kelly Financial Services
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Kelly Financial Services’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Kelly Financial Services’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 		$2.17M Buy
+46,178
New +$2.25M 0.47% 37

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Prosperity Capital Advisors
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CFS Investment Advisory Services
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Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Fedenia Advisers
Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return
Pettinga Financial Advisors
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kelly Financial Services's MBBA Position: Q3 2026 in Review

Kelly Financial Services opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 46,178 shares worth $2.17M. The stake represents 0.47% of the portfolio and ranks #37 among its holdings.

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

  • Kelly Financial Services held 46,178 shares of iShares Mortgage-Backed Securities Active ETF worth $2.17M as of Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF was a new Kelly Financial Services position in Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF made up 0.47% of Kelly Financial Services's portfolio in Q3 2026, its #37 holding.
  • 50 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Kelly Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.