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Evercore Wealth Management’s iShares MBS ETF MBB Stock Holding History

Evercore Wealth 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
-3,625
Closed -$399K – 437
2020
Q4 		$399K Buy
3,625
+74
+2% +$8.15K 0.01% 316
2020
Q3 		$392K Buy
3,551
+1,610
+83% +$178K 0.01% 289
2020
Q2 		$215K Hold
1,941
– – 0.01% 354
2020
Q1 		$214K Buy
+1,941
New +$211K 0.01% 336
2019
Q3 		– Sell
-2,062
Closed -$222K – 412
2019
Q2 		$222K Sell
2,062
-358
-15% -$38.1K 0.01% 386
2019
Q1 		$257K Buy
2,420
+185
+8% +$19.5K 0.01% 354
2018
Q4 		$234K Hold
2,235
– – 0.01% 340
2018
Q3 		$231K Sell
2,235
-25
-1% -$2.6K 0.01% 379
2018
Q2 		$235K Buy
2,260
+70
+3% +$7.26K 0.01% 362
2018
Q1 		$229K Hold
2,190
– – 0.01% 329
2017
Q4 		$233K Buy
2,190
+265
+14% +$28.3K 0.01% 340
2017
Q3 		$206K Buy
1,925
+10
+0.5% +$1.07K 0.01% 362
2017
Q2 		$204K Buy
1,915
+814
+74% +$87.1K 0.01% 358
2017
Q1 		$117K Hold
1,101
– – ﹤0.01% 449
2016
Q4 		$117K Hold
1,101
– – ﹤0.01% 465
2016
Q3 		$121K Hold
1,101
– – 0.01% 453
2016
Q2 		$121K Buy
1,101
+376
+52% +$41.1K 0.01% 434
2016
Q1 		$79K Hold
725
– – ﹤0.01% 496
2015
Q4 		$78K Buy
+725
New +$78.9K ﹤0.01% 516
2015
Q3 		– Sell
-330
Closed -$36K – 1023
2015
Q2 		$36K Buy
+330
New +$36.2K ﹤0.01% 690

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evercore Wealth Management's MBB Position: Q1 2021 in Review

Evercore Wealth Management sold out of iShares MBS ETF (MBB) in Q1 2021, closing a stake of 3,625 shares — an estimated $399K sold.

Evercore Wealth Management first reported a position in MBB in Q2 2015 and held it in 20 quarters. The position peaked at $399K in Q4 2020. 693 funds tracked by Wall St. Rank hold MBB as of Q1 2021.

  • Evercore Wealth Management reported no remaining iShares MBS ETF position as of Q1 2021 after selling out during the quarter.
  • Evercore Wealth Management sold 3,625 iShares MBS ETF shares in Q1 2021, an estimated $399K.
  • Evercore Wealth Management first reported a position in iShares MBS ETF in Q2 2015 and held it in 20 quarters.
  • Evercore Wealth Management's iShares MBS ETF position peaked at $399K in Q4 2020.
  • 693 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2021.

Based on Evercore Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.