Park Avenue Securities
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Park Avenue Securities’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Park Avenue Securities’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 		$7.26M Buy
+154,781
New +$7.54M 0.04% 299

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Ascent Group
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TSA Wealth Management
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Horst & Graben Wealth Management
Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return
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
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
CFS Investment Advisory Services
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Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Park Avenue Securities's MBBA Position: Q3 2026 in Review

Park Avenue Securities opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 154,781 shares worth $7.26M. The stake represents 0.04% of the portfolio and ranks #299 among its holdings.

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

  • Park Avenue Securities held 154,781 shares of iShares Mortgage-Backed Securities Active ETF worth $7.26M as of Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF was a new Park Avenue Securities position in Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF made up 0.04% of Park Avenue Securities's portfolio in Q3 2026, its #299 holding.
  • 81 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Park Avenue Securities's 13F filing for Q3 2026, filed 26 Oct 2026.