Atria Wealth Solutions’s iShares MBS ETF MBB Stock Holding History

Atria Wealth Solutions’s Portfolio MBB Stock Details MBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19M	Sell	202,581 -108,744	-35%	-$10.1M	0.43%	42
2025 Q1	$29.2M	Sell	311,325 -33,553	-10%	-$3.1M	0.35%	52
2024 Q4	$31.6M	Buy	344,878 +33,049	+11%	+$3.08M	0.35%	54
2024 Q3	$29.9M	Buy	311,829 +8,415	+3%	+$795K	0.32%	54
2024 Q2	$27.9M	Sell	303,414 -11,364	-4%	-$1.04M	0.31%	55
2024 Q1	$29.1M	Buy	314,778 +2,149	+0.7%	+$199K	0.33%	52
2023 Q4	$29.4M	Buy	312,629 +3,320	+1%	+$298K	0.37%	47
2023 Q3	$27.5M	Sell	309,309 -40,394	-12%	-$3.69M	0.39%	48
2023 Q2	$32.6M	Buy	349,703 +17,356	+5%	+$1.63M	0.45%	35
2023 Q1	$31.5M	Buy	332,347 +74,479	+29%	+$7.03M	0.47%	35
2022 Q4	$23.9M	Buy	257,868 +153,383	+147%	+$14.1M	0.38%	52
2022 Q3	$9.57M	Buy	104,485 +8,860	+9%	+$859K	0.17%	134
2022 Q2	$9.32M	Sell	95,625 -667	-0.7%	-$65.4K	0.19%	129
2022 Q1	$9.81M	Buy	+96,292	New	+$10M	0.16%	129

Other funds holding MBB

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return