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

Evolution 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
2025
Q3 		– Sell
-5,000
Closed -$469K – 175
2025
Q2 		$469K Hold
5,000
– – 0.07% 104
2025
Q1 		$469K Hold
5,000
– – 0.08% 94
2024
Q4 		$458K Sell
5,000
-2,132
-30% -$199K 0.08% 94
2024
Q3 		$683K Buy
7,132
+731
+11% +$69.1K 0.12% 75
2024
Q2 		$588K Hold
6,401
– – 0.11% 75
2024
Q1 		$592K Hold
6,401
– – 0.11% 75
2023
Q4 		$602K Hold
6,401
– – 0.12% 70
2023
Q3 		$568K Hold
6,401
– – 0.13% 68
2023
Q2 		$597K Buy
6,401
+1,401
+28% +$132K 0.13% 65
2023
Q1 		$474K Hold
5,000
– – 0.11% 72
2022
Q4 		$464K Hold
5,000
– – 0.12% 77
2022
Q3 		$458K Buy
+5,000
New +$485K 0.13% 70

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Evolution Wealth Advisors's MBB Position: Q3 2025 in Review

Evolution Wealth Advisors sold out of iShares MBS ETF (MBB) in Q3 2025, closing a stake of 5,000 shares — an estimated $469K sold.

Evolution Wealth Advisors first reported a position in MBB in Q3 2022 and held it in 12 quarters. The position peaked at $683K in Q3 2024. 933 funds tracked by Wall St. Rank hold MBB as of Q3 2025.

  • Evolution Wealth Advisors reported no remaining iShares MBS ETF position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 5,000 iShares MBS ETF shares in Q3 2025, an estimated $469K.
  • Evolution Wealth Advisors first reported a position in iShares MBS ETF in Q3 2022 and held it in 12 quarters.
  • Evolution Wealth Advisors's iShares MBS ETF position peaked at $683K in Q3 2024.
  • 933 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2025.

Based on Evolution Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.