VR
MBBA

Vision Retirement’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Vision Retirement’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 		$10.4K Hold
208
– – ﹤0.01% 433
2026
Q1 		$10.4K Buy
+208
New +$10.4K ﹤0.01% 411

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

Vision Retirement's MBBA Position: Q2 2026 in Review

Vision Retirement held its iShares Mortgage-Backed Securities Active ETF (MBBA) position steady in Q2 2026 at 208 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Vision Retirement first reported a position in MBBA in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.4K in Q1 2026. 31 funds tracked by Wall St. Rank hold MBBA as of Q2 2026.

  • Vision Retirement held 208 shares of iShares Mortgage-Backed Securities Active ETF worth $10.4K as of Q2 2026.
  • Vision Retirement 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 Vision Retirement's portfolio in Q2 2026, its #433 holding.
  • Vision Retirement first reported a position in iShares Mortgage-Backed Securities Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Vision Retirement's iShares Mortgage-Backed Securities Active ETF position peaked at $10.4K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.