Eagle Asset Management’s iShares MBS ETF MBB Stock Holding History

Eagle Asset Management’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
2021 Q1	–	Sell	-12,178	Closed	-$1.34M	–	644
2020 Q4	$1.34M	Buy	+12,178	New	+$1.34M	0.01%	442
2014 Q1	–	Sell	-35,001	Closed	-$3.66M	–	673
2013 Q4	$3.66M	Buy	35,001 +3,626	+12%	+$383K	0.02%	489
2013 Q3	$3.31M	Buy	+31,375	New	+$3.28M	0.02%	559

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Eagle Asset Management's MBB Position: Q1 2021 in Review

Eagle Asset Management sold out of iShares MBS ETF (MBB) in Q1 2021, closing a stake of 12,178 shares — an estimated $1.34M sold.

Eagle Asset Management first reported a position in MBB in Q3 2013 and held it in 3 quarters. The position peaked at $3.66M in Q4 2013. 693 funds tracked by Wall St. Rank hold MBB as of Q1 2021.

Eagle Asset Management reported no remaining iShares MBS ETF position as of Q1 2021 after selling out during the quarter.
Eagle Asset Management sold 12,178 iShares MBS ETF shares in Q1 2021, an estimated $1.34M.
Eagle Asset Management first reported a position in iShares MBS ETF in Q3 2013 and held it in 3 quarters.
Eagle Asset Management's iShares MBS ETF position peaked at $3.66M in Q4 2013.
693 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2021.

Based on Eagle Asset Management's 13F filing for Q1 2021, filed 14 May 2021.