LPL Financial
MBBA icon

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

LPL Financial’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 		$74.8M Buy
1,594,852
+1,581,458
+11,807% +$77M 0.02% 829
2026
Q2 		$667K Buy
13,394
+1,230
+10% +$61.1K ﹤0.01% 4774
2026
Q1 		$605K Buy
+12,164
New +$610K ﹤0.01% 4590

Other funds holding MBBA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

LPL Financial's MBBA Position: Q3 2026 in Review

LPL Financial increased its iShares Mortgage-Backed Securities Active ETF (MBBA) stake by 11,807% in Q3 2026, buying an estimated $77M and bringing the position to 1,594,852 shares worth $74.8M. The position accounts for 0.02% of the portfolio, ranked #829.

LPL Financial first reported a position in MBBA in Q1 2026 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold MBBA as of Q3 2026.

  • LPL Financial held 1,594,852 shares of iShares Mortgage-Backed Securities Active ETF worth $74.8M as of Q3 2026.
  • LPL Financial bought 1,581,458 iShares Mortgage-Backed Securities Active ETF shares in Q3 2026, an estimated $77M.
  • iShares Mortgage-Backed Securities Active ETF made up 0.02% of LPL Financial's portfolio in Q3 2026, its #829 holding.
  • LPL Financial first reported a position in iShares Mortgage-Backed Securities Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.