Eastern Bank’s iShares MBS ETF MBB Stock Holding History

Eastern 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
2026 Q3	$19.3K	Hold	215	–	–	﹤0.01%	811
2026 Q2	$20.3K	Sell	215 -119	-36%	-$11.3K	﹤0.01%	772
2026 Q1	$31.7K	Buy	334 +119	+55%	+$11.4K	﹤0.01%	647
2025 Q4	$20.5K	Hold	215	–	–	﹤0.01%	730
2025 Q3	$20.5K	Sell	215 -114	-35%	-$10.7K	﹤0.01%	721
2025 Q2	$30.9K	Buy	329 +50	+18%	+$4.63K	﹤0.01%	618
2025 Q1	$26.2K	Hold	279	–	–	﹤0.01%	647
2024 Q4	$25.6K	Buy	279 +64	+30%	+$5.96K	﹤0.01%	652
2024 Q3	$20.6K	Buy	+215	New	+$20.3K	﹤0.01%	680
2014 Q1	–	Sell	-2,056	Closed	-$215K	–	222
2013 Q4	$215K	Hold	2,056	–	–	0.02%	186
2013 Q3	$218K	Sell	2,056 -270	-12%	-$28.2K	0.02%	199
2013 Q2	$245K	Buy	+2,326	New	+$249K	0.02%	185

Other funds holding MBB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Eastern Bank's MBB Position: Q3 2026 in Review

Eastern Bank held its iShares MBS ETF (MBB) position steady in Q3 2026 at 215 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Eastern Bank first reported a position in MBB in Q2 2013 and has held it in 12 quarters since. The position peaked at $245K in Q2 2013. 219 funds tracked by Wall St. Rank hold MBB as of Q3 2026.

Eastern Bank held 215 shares of iShares MBS ETF worth $19.3K as of Q3 2026.
Eastern Bank left its iShares MBS ETF share count unchanged in Q3 2026.
iShares MBS ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #811 holding.
Eastern Bank first reported a position in iShares MBS ETF in Q2 2013 and has held it in 12 quarters since.
Eastern Bank's iShares MBS ETF position peaked at $245K in Q2 2013.
219 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.