Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares Mortgage-Backed Securities Active ETF MBBA Stock Holding History

Wealth Enhancement Advisory 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 		$1.41M Buy
+29,991
New +$1.46M ﹤0.01% 1924

Other funds holding MBBA

PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's MBBA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in iShares Mortgage-Backed Securities Active ETF (MBBA) in Q3 2026: 29,991 shares worth $1.41M. The stake represents ﹤0.01% of the portfolio and ranks #1924 among its holdings.

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

  • Wealth Enhancement Advisory Services held 29,991 shares of iShares Mortgage-Backed Securities Active ETF worth $1.41M as of Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • iShares Mortgage-Backed Securities Active ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1924 holding.
  • 12 funds tracked by Wall St. Rank held iShares Mortgage-Backed Securities Active ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.