Prosperity Capital Advisors
MBBA icon

Prosperity Capital Advisors’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Prosperity Capital Advisors’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 		$2.51M Buy
+53,585
New +$2.61M 0.12% 113

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CFS Investment Advisory Services
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Pettinga Financial Advisors
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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
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Prosperity Capital Advisors's MBBA Position: Q3 2026 in Review

Prosperity Capital Advisors opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 53,585 shares worth $2.51M. The stake represents 0.12% of the portfolio and ranks #113 among its holdings.

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

  • Prosperity Capital Advisors held 53,585 shares of iShares Mortgage-Backed Securities Active ETF worth $2.51M as of Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF was a new Prosperity Capital Advisors position in Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF made up 0.12% of Prosperity Capital Advisors's portfolio in Q3 2026, its #113 holding.
  • 27 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.