LPL Financial
MBBA

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Royal Bank of Canada
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's MBBA Position: Q2 2026 in Review

LPL Financial increased its iShares Mortgage-Backed Securities Active ETF (MBBA) stake by 10% in Q2 2026, buying an estimated $61.1K and bringing the position to 13,394 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #4774.

LPL Financial first reported a position in MBBA in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold MBBA as of Q2 2026.

  • LPL Financial held 13,394 shares of iShares Mortgage-Backed Securities Active ETF worth $667K as of Q2 2026.
  • LPL Financial bought 1,230 iShares Mortgage-Backed Securities Active ETF shares in Q2 2026, an estimated $61.1K.
  • iShares Mortgage-Backed Securities Active ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4774 holding.
  • LPL Financial first reported a position in iShares Mortgage-Backed Securities Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.