Bank of America’s Monarch Blue Chips Elite Index ETF MBCE Stock Holding History

Bank of America’s Portfolio MBCE Stock Details MBCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-490	Closed	-$17.9K	–	8543
2025 Q2	$17.9K	Sell	490 -4,784	-91%	-$163K	﹤0.01%	7079
2025 Q1	$176K	Buy	+5,274	New	+$185K	﹤0.01%	6243
2024 Q2	–	Sell	-4	Closed	-$131	–	8338
2024 Q1	$131	Buy	+4	New	+$124	﹤0.01%	7377

Other funds holding MBCE

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America's MBCE Position: Q3 2025 in Review

Bank of America sold out of Monarch Blue Chips Elite Index ETF (MBCE) in Q3 2025, closing a stake of 490 shares — an estimated $17.9K sold.

Bank of America first reported a position in MBCE in Q1 2024 and held it in 3 quarters. The position peaked at $176K in Q1 2025. 7 funds tracked by Wall St. Rank hold MBCE as of Q3 2025.

Bank of America reported no remaining Monarch Blue Chips Elite Index ETF position as of Q3 2025 after selling out during the quarter.
Bank of America sold 490 Monarch Blue Chips Elite Index ETF shares in Q3 2025, an estimated $17.9K.
Bank of America first reported a position in Monarch Blue Chips Elite Index ETF in Q1 2024 and held it in 3 quarters.
Bank of America's Monarch Blue Chips Elite Index ETF position peaked at $176K in Q1 2025.
7 funds tracked by Wall St. Rank held Monarch Blue Chips Elite Index ETF as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.