SWP
MBBA

Stratos Wealth Partners’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Stratos Wealth Partners’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 		– Sell
-5,505
Closed -$274K – 1785
2026
Q1 		$274K Buy
+5,505
New +$276K ﹤0.01% 1377

Other funds holding MBBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
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

Stratos Wealth Partners's MBBA Position: Q2 2026 in Review

Stratos Wealth Partners sold out of iShares Mortgage-Backed Securities Active ETF (MBBA) in Q2 2026, closing a stake of 5,505 shares — an estimated $274K sold.

Stratos Wealth Partners first reported a position in MBBA in Q1 2026 and held it in 1 quarter. The position peaked at $274K in Q1 2026. 31 funds tracked by Wall St. Rank hold MBBA as of Q2 2026.

  • Stratos Wealth Partners reported no remaining iShares Mortgage-Backed Securities Active ETF position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,505 iShares Mortgage-Backed Securities Active ETF shares in Q2 2026, an estimated $274K.
  • Stratos Wealth Partners first reported a position in iShares Mortgage-Backed Securities Active ETF in Q1 2026 and held it in 1 quarter.
  • Stratos Wealth Partners's iShares Mortgage-Backed Securities Active ETF position peaked at $274K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.