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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 $1.37T 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return