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MBB
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Position history for Merit Financial Group, LLC's holdings in ISHARES TR

Merit Financial Group, LLC holds 1.4M shares of MBB (ISHARES TR), worth $129.5M as of 2026-Q1. The position was increased (+7.3% shares). MBB represents 1.0% of Merit Financial Group, LLC's portfolio.

Current Value

$129.5M

Current Shares

1.4M

Total Value Change

+$48M

Total Shares Change

+476,532

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+7.3%
$129.5M1.0%$95.98
46
2025-Q4
Increased
1.3M
+7.3%
$121M1.0%$95.12
46
2025-Q3
Increased
1.2M
+3.9%
$112.7M1.0%$93.51
49
2025-Q2
Increased
1.1M
+6.1%
$107M1.2%$90.91
50
2025-Q1
Increased
1.1M
+17.9%
$100.7M1.5%$90.08
55
2024-Q4
Increased
910,780
+10.7%
$83.5M1.5%$87.63
52
2024-Q3
Decreased
822,994
-7.2%
$78.9M1.8%$90.68
0
2024-Q2
Increased
887,094
+946.2%
$81.4M1.8%$85.68
76

Other major holders of MBB: BANK OF AMERICA CORP /DE/

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