EW
MBB icon

Evoke Wealth’s iShares MBS ETF MBB Stock Holding History

Evoke Wealth’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 		– Sell
-886,160
Closed -$84.1M – 379
2026
Q1 		$84.1M Buy
886,160
+49,374
+6% +$4.72M 1.51% 18
2025
Q4 		$79.7M Buy
836,786
+102,899
+14% +$9.82M 1.49% 20
2025
Q3 		$69.8M Buy
733,887
+29,495
+4% +$2.77M 1.41% 19
2025
Q2 		$66.1M Buy
704,392
+28,205
+4% +$2.61M 1.51% 20
2025
Q1 		$63.4M Buy
676,187
+14,243
+2% +$1.32M 1.65% 18
2024
Q4 		$60.7M Buy
661,944
+18,593
+3% +$1.73M 1.69% 17
2024
Q3 		$61.6M Buy
+643,351
New +$60.8M 1.67% 17
2024
Q2 		– Sell
-643,196
Closed -$59.4M – 272
2024
Q1 		$59.4M Buy
643,196
+639,046
+15,399% +$59.1M 1.76% 16
2023
Q4 		$390K Sell
4,150
-691,348
-99% -$62M 0.63% 40
2023
Q3 		$61.8M Buy
695,498
+96,640
+16% +$8.83M 2.17% 9
2023
Q2 		$55.9M Buy
598,858
+5,975
+1% +$562K 1.94% 12
2023
Q1 		$56.2M Sell
592,883
-5,331
-0.9% -$503K 2.04% 10
2022
Q4 		$55.5M Buy
598,214
+596,978
+48,299% +$55.1M 2.01% 12
2022
Q3 		$113K Buy
1,236
+18
+1% +$1.75K ﹤0.01% 395
2022
Q2 		$119K Sell
1,218
-158
-11% -$15.5K ﹤0.01% 388
2022
Q1 		$140K Hold
1,376
– – ﹤0.01% 392
2021
Q4 		$148K Hold
1,376
– – ﹤0.01% 399
2021
Q3 		$148K Hold
1,376
– – 0.01% 373
2021
Q2 		$149K Hold
1,376
– – 0.01% 393
2021
Q1 		$149K Buy
1,376
+132
+11% +$14.5K 0.01% 341
2020
Q4 		$137K Sell
1,244
-5,420
-81% -$597K 0.01% 270
2020
Q3 		$736K Hold
6,664
– – 0.06% 104
2020
Q2 		$738K Buy
+6,664
New +$738K 0.07% 85

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evoke Wealth's MBB Position: Q2 2026 in Review

Evoke Wealth sold out of iShares MBS ETF (MBB) in Q2 2026, closing a stake of 886,160 shares — an estimated $84.1M sold.

Evoke Wealth first reported a position in MBB in Q2 2020 and held it in 23 quarters. The position peaked at $84.1M in Q1 2026. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Evoke Wealth reported no remaining iShares MBS ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 886,160 iShares MBS ETF shares in Q2 2026, an estimated $84.1M.
  • Evoke Wealth first reported a position in iShares MBS ETF in Q2 2020 and held it in 23 quarters.
  • Evoke Wealth's iShares MBS ETF position peaked at $84.1M in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.