Lloyd Advisory Services’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Lloyd Advisory 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	$63K	Buy	+1,342	New	+$65.3K	0.02%	217

Other funds holding MBBA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

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

Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return

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

Lloyd Advisory Services's MBBA Position: Q3 2026 in Review

Lloyd Advisory Services opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 1,342 shares worth $63K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings.

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

Lloyd Advisory Services held 1,342 shares of iShares Mortgage-Backed Securities Active ETF worth $63K as of Q3 2026.
iShares Mortgage-Backed Securities Active ETF was a new Lloyd Advisory Services position in Q3 2026.
iShares Mortgage-Backed Securities Active ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q3 2026, its #217 holding.
88 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.