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EverSource Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

EverSource Wealth Advisors’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
Q1 		$10.9M Buy
114,489
+1,626
+1% +$155K 0.33% 63
2025
Q4 		$10.7M Buy
112,863
+2,573
+2% +$245K 0.4% 57
2025
Q3 		$10.5M Sell
110,290
-4,859
-4% -$456K 0.42% 60
2025
Q2 		$10.8M Sell
115,149
-3,489
-3% -$323K 0.49% 45
2025
Q1 		$11.1M Buy
118,638
+4,958
+4% +$459K 0.61% 35
2024
Q4 		$10.4M Sell
113,680
-3,411
-3% -$318K 0.59% 37
2024
Q3 		$11.2M Sell
117,091
-678
-0.6% -$64.1K 0.71% 33
2024
Q2 		$11.1M Buy
117,769
+26,337
+29% +$2.4M 0.73% 30
2024
Q1 		$8.19M Buy
91,432
+80,025
+702% +$7.4M 0.64% 37
2023
Q4 		$1.07M Buy
11,407
+4,179
+58% +$375K 0.1% 158
2023
Q3 		$642K Buy
7,228
+233
+3% +$21.3K 0.07% 200
2023
Q2 		$652K Sell
6,995
-478
-6% -$45K 0.07% 199
2023
Q1 		$708K Buy
7,473
+2,450
+49% +$231K 0.09% 173
2022
Q4 		$466K Buy
5,023
+3,085
+159% +$285K 0.07% 206
2022
Q3 		$178K Buy
1,938
+189
+11% +$18.3K 0.04% 315
2022
Q2 		$170K Sell
1,749
-1,225
-41% -$120K 0.04% 280
2022
Q1 		$303K Sell
2,974
-6,844
-70% -$714K 0.08% 206
2021
Q4 		$1.05M Buy
+9,818
New +$1.06M 0.3% 58

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

EverSource Wealth Advisors's MBB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its iShares MBS ETF (MBB) stake by 1.4% in Q1 2026, buying an estimated $155K and bringing the position to 114,489 shares worth $10.9M. The position accounts for 0.33% of the portfolio, ranked #63.

EverSource Wealth Advisors first reported a position in MBB in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.2M in Q3 2024. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • EverSource Wealth Advisors held 114,489 shares of iShares MBS ETF worth $10.9M as of Q1 2026.
  • EverSource Wealth Advisors bought 1,626 iShares MBS ETF shares in Q1 2026, an estimated $155K.
  • iShares MBS ETF made up 0.33% of EverSource Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • EverSource Wealth Advisors first reported a position in iShares MBS ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares MBS ETF position peaked at $11.2M in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.