Rockefeller Capital Management’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Rockefeller Capital 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 Q2	$58.7K	Hold	1,179	–	–	﹤0.01%	3291
2026 Q1	$58.7K	Buy	+1,179	New	+$59.2K	﹤0.01%	3185

Other funds holding MBBA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rockefeller Capital Management's MBBA Position: Q2 2026 in Review

Rockefeller Capital Management held its iShares Mortgage-Backed Securities Active ETF (MBBA) position steady in Q2 2026 at 1,179 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3291.

Rockefeller Capital Management first reported a position in MBBA in Q1 2026 and has held it in 2 quarters since. The position peaked at $58.7K in Q1 2026. 31 funds tracked by Wall St. Rank hold MBBA as of Q2 2026.

Rockefeller Capital Management held 1,179 shares of iShares Mortgage-Backed Securities Active ETF worth $58.7K as of Q2 2026.
Rockefeller Capital Management left its iShares Mortgage-Backed Securities Active ETF share count unchanged in Q2 2026.
iShares Mortgage-Backed Securities Active ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3291 holding.
Rockefeller Capital Management first reported a position in iShares Mortgage-Backed Securities Active ETF in Q1 2026 and has held it in 2 quarters since.
Rockefeller Capital Management's iShares Mortgage-Backed Securities Active ETF position peaked at $58.7K in Q1 2026.
31 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.