Enterprise Financial Services Corp (EFSC)’s iShares MBS ETF MBB Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q4	–	Sell	-413	Closed	-$45K	–	420
2021 Q3	$45K	Hold	413	–	–	0.01%	310
2021 Q2	$45K	Hold	413	–	–	0.01%	407
2021 Q1	$45K	Hold	413	–	–	0.01%	423
2020 Q4	$45K	Hold	413	–	–	0.01%	402
2020 Q3	$46K	Hold	413	–	–	0.01%	404
2020 Q2	$46K	Hold	413	–	–	0.01%	396
2020 Q1	$46K	Hold	413	–	–	0.01%	366
2019 Q4	$45K	Hold	413	–	–	0.01%	432
2019 Q3	$45K	Hold	413	–	–	0.01%	414
2019 Q2	$44K	Hold	413	–	–	0.01%	431
2019 Q1	$44K	Buy	413 +403	+4,030%	+$42.4K	0.01%	430
2018 Q4	$1K	Buy	+10	New	+$1.03K	﹤0.01%	925
2017 Q3	–	Sell	-300	Closed	-$32K	–	938
2017 Q2	$32K	Hold	300	–	–	0.02%	358
2017 Q1	$32K	Buy	+300	New	+$31.9K	0.02%	362

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

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

Enterprise Financial Services Corp (EFSC)'s MBB Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares MBS ETF (MBB) in Q4 2021, closing a stake of 413 shares — an estimated $45K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in MBB in Q1 2017 and held it in 14 quarters. The position peaked at $46K in Q3 2020. 722 funds tracked by Wall St. Rank hold MBB as of Q4 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares MBS ETF position as of Q4 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 413 iShares MBS ETF shares in Q4 2021, an estimated $45K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares MBS ETF in Q1 2017 and held it in 14 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares MBS ETF position peaked at $46K in Q3 2020.
722 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.