Tilson Financial Group
MBBA icon

Tilson Financial Group’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Tilson Financial Group’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 		$387K Buy
8,250
+94
+1% +$4.58K 0.11% 73
2026
Q2 		$406K Buy
8,156
+98
+1% +$4.87K 0.11% 64
2026
Q1 		$401K Buy
+8,058
New +$404K 0.12% 61

Other funds holding MBBA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Tilson Financial Group's MBBA Position: Q3 2026 in Review

Tilson Financial Group increased its iShares Mortgage-Backed Securities Active ETF (MBBA) stake by 1.2% in Q3 2026, buying an estimated $4.58K and bringing the position to 8,250 shares worth $387K. The position accounts for 0.11% of the portfolio, ranked #73.

Tilson Financial Group first reported a position in MBBA in Q1 2026 and has held it in 3 quarters since. The position peaked at $406K in Q2 2026. 140 funds tracked by Wall St. Rank hold MBBA as of Q3 2026.

  • Tilson Financial Group held 8,250 shares of iShares Mortgage-Backed Securities Active ETF worth $387K as of Q3 2026.
  • Tilson Financial Group bought 94 iShares Mortgage-Backed Securities Active ETF shares in Q3 2026, an estimated $4.58K.
  • iShares Mortgage-Backed Securities Active ETF made up 0.11% of Tilson Financial Group's portfolio in Q3 2026, its #73 holding.
  • Tilson Financial Group first reported a position in iShares Mortgage-Backed Securities Active ETF in Q1 2026 and has held it in 3 quarters since.
  • Tilson Financial Group's iShares Mortgage-Backed Securities Active ETF position peaked at $406K in Q2 2026.
  • 140 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.