Security Financial Services’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Security Financial Services’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	$861K	Buy	+18,362	New	+$894K	0.11%	102

Other funds holding MBBA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Security Financial Services's MBBA Position: Q3 2026 in Review

Security Financial Services opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 18,362 shares worth $861K. The stake represents 0.11% of the portfolio and ranks #102 among its holdings.

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

Security Financial Services held 18,362 shares of iShares Mortgage-Backed Securities Active ETF worth $861K as of Q3 2026.
iShares Mortgage-Backed Securities Active ETF was a new Security Financial Services position in Q3 2026.
iShares Mortgage-Backed Securities Active ETF made up 0.11% of Security Financial Services's portfolio in Q3 2026, its #102 holding.
140 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Security Financial Services's 13F filing for Q3 2026, filed 29 Oct 2026.