TCM
MBBA

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

Tradewinds 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 		$2.74K Buy
55
+1
+2% +$50 ﹤0.01% 538
2026
Q1 		$2.71K Buy
+54
New +$2.71K ﹤0.01% 527

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
EF
Entrust Financial Wayne, Pennsylvania $154M AUM
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return

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

Tradewinds Capital Management increased its iShares Mortgage-Backed Securities Active ETF (MBBA) stake by 1.9% in Q2 2026, buying an estimated $50 and bringing the position to 55 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Tradewinds Capital Management first reported a position in MBBA in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold MBBA as of Q2 2026.

  • Tradewinds Capital Management held 55 shares of iShares Mortgage-Backed Securities Active ETF worth $2.74K as of Q2 2026.
  • Tradewinds Capital Management bought 1 iShares Mortgage-Backed Securities Active ETF share in Q2 2026, an estimated $50.
  • iShares Mortgage-Backed Securities Active ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #538 holding.
  • Tradewinds Capital Management first reported a position in iShares Mortgage-Backed Securities Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.