Berkshire Bank’s iShares MBS ETF MBB Stock Holding History

Berkshire Bank’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
2020 Q4	–	Sell	-1,987	Closed	-$219K	–	132
2020 Q3	$219K	Buy	+1,987	New	+$220K	0.06%	125

Other funds holding MBB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berkshire Bank's MBB Position: Q4 2020 in Review

Berkshire Bank sold out of iShares MBS ETF (MBB) in Q4 2020, closing a stake of 1,987 shares — an estimated $219K sold.

Berkshire Bank first reported a position in MBB in Q3 2020 and held it in 1 quarter. The position peaked at $219K in Q3 2020. 688 funds tracked by Wall St. Rank hold MBB as of Q4 2020.

Berkshire Bank reported no remaining iShares MBS ETF position as of Q4 2020 after selling out during the quarter.
Berkshire Bank sold 1,987 iShares MBS ETF shares in Q4 2020, an estimated $219K.
Berkshire Bank first reported a position in iShares MBS ETF in Q3 2020 and held it in 1 quarter.
Berkshire Bank's iShares MBS ETF position peaked at $219K in Q3 2020.
688 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2020.

Based on Berkshire Bank's 13F filing for Q4 2020, filed 27 Jan 2021.