Mather Group’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Mather Group’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	$106K	Buy	+2,258	New	+$110K	﹤0.01%	947

Other funds holding MBBA

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return

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

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's MBBA Position: Q3 2026 in Review

Mather Group opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 2,258 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings.

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

Mather Group held 2,258 shares of iShares Mortgage-Backed Securities Active ETF worth $106K as of Q3 2026.
iShares Mortgage-Backed Securities Active ETF was a new Mather Group position in Q3 2026.
iShares Mortgage-Backed Securities Active ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #947 holding.
39 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.