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 Q2	$10.5M	Sell	111,311 -3,178	-3%	-$301K	0.35%	63
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EverSource Wealth Advisors's MBB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares MBS ETF (MBB) stake by 2.8% in Q2 2026, selling an estimated $301K and leaving 111,311 shares worth $10.5M. The position accounts for 0.35% of the portfolio, ranked #63.

EverSource Wealth Advisors first reported a position in MBB in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.2M in Q3 2024. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

EverSource Wealth Advisors held 111,311 shares of iShares MBS ETF worth $10.5M as of Q2 2026.
EverSource Wealth Advisors sold 3,178 iShares MBS ETF shares in Q2 2026, an estimated $301K.
iShares MBS ETF made up 0.35% of EverSource Wealth Advisors's portfolio in Q2 2026, its #63 holding.
EverSource Wealth Advisors first reported a position in iShares MBS ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares MBS ETF position peaked at $11.2M in Q3 2024.
1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.