MAM
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Milestone Asset Management’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Milestone Asset Management’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 		$6.92M Buy
+147,484
New +$7.18M 1.1% 19

Other funds holding MBBA

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Milestone Asset Management's MBBA Position: Q3 2026 in Review

Milestone Asset Management opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 147,484 shares worth $6.92M. The stake represents 1.1% of the portfolio and ranks #19 among its holdings.

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

  • Milestone Asset Management held 147,484 shares of iShares Mortgage-Backed Securities Active ETF worth $6.92M as of Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF was a new Milestone Asset Management position in Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF made up 1.1% of Milestone Asset Management's portfolio in Q3 2026, its #19 holding.
  • 21 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.