SouthState Corp’s iShares MBS ETF MBB Stock Holding History

SouthState Corp’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	$9.49K	Sell	100 -143	-59%	-$13.7K	﹤0.01%	665
2025 Q4	$23.1K	Buy	+243	New	+$23.2K	﹤0.01%	560
2025 Q3	–	Sell	-185	Closed	-$17.4K	–	1490
2025 Q2	$17.4K	Buy	+185	New	+$17.1K	﹤0.01%	683
2025 Q1	–	Sell	-818	Closed	-$75K	–	1725
2024 Q4	$75K	Buy	+818	New	+$76.2K	﹤0.01%	334
2024 Q1	–	Sell	-771	Closed	-$72.5K	–	714
2023 Q4	$72.5K	Buy	+771	New	+$69.1K	0.01%	321
2023 Q3	–	Sell	-171	Closed	-$15.9K	–	660
2023 Q2	$15.9K	Sell	171 -769	-82%	-$72.3K	﹤0.01%	437
2023 Q1	$89K	Sell	940 -2,239	-70%	-$211K	0.01%	319
2022 Q4	$295K	Buy	+3,179	New	+$293K	0.03%	231
2021 Q4	–	Sell	-217	Closed	-$23K	–	726
2021 Q3	$23K	Buy	+217	New	+$23.5K	﹤0.01%	427
2014 Q2	–	Sell	-1,939	Closed	-$206K	–	268
2014 Q1	$206K	Sell	1,939 -1,434	-43%	-$152K	0.03%	256
2013 Q4	$353K	Sell	3,373 -6,205	-65%	-$655K	0.06%	191
2013 Q3	$1.01M	Buy	+9,578	New	+$1M	0.19%	122

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 $1.47T 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

TIAA Wealth Investment Management New York $13.1B AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return