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

Evolution Wealth Management’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 		$247K Sell
2,604
-19
-0.7% -$1.81K 0.18% 94
2025
Q4 		$250K Buy
2,623
+2,203
+525% +$210K 0.21% 86
2025
Q3 		$40K Hold
420
– – 0.04% 222
2025
Q2 		$39.4K Buy
+420
New +$38.9K 0.05% 203

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

Evolution Wealth Management's MBB Position: Q1 2026 in Review

Evolution Wealth Management reduced its iShares MBS ETF (MBB) stake by 0.72% in Q1 2026, selling an estimated $1.81K and leaving 2,604 shares worth $247K. The position accounts for 0.18% of the portfolio, ranked #94.

Evolution Wealth Management first reported a position in MBB in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Evolution Wealth Management held 2,604 shares of iShares MBS ETF worth $247K as of Q1 2026.
  • Evolution Wealth Management sold 19 iShares MBS ETF shares in Q1 2026, an estimated $1.81K.
  • iShares MBS ETF made up 0.18% of Evolution Wealth Management's portfolio in Q1 2026, its #94 holding.
  • Evolution Wealth Management first reported a position in iShares MBS ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's iShares MBS ETF position peaked at $250K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.