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MBBMBB
12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR

Envestnet Portfolio Solutions, Inc. holds 2.1M shares of MBB (ISHARES TR), worth $200.3M as of 2026-Q2. The position was increased (+9.8% shares). MBB represents 1.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$200.3M

Current Shares

2.1M

Total Value Change

-$23M

Total Shares Change

-395,845

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.1M
+9.8%
$200.3M1.0%$93.11
47
2026-Q1
Decreased
1.9M
-3.6%
$183.3M1.0%$93.27
0
2025-Q4
Increased
2M
+5.6%
$190.8M0.7%$92.90
46
2025-Q3
Increased
1.9M
+0.5%
$180.5M0.7%$91.51
43
2025-Q2
Decreased
1.9M
-9.3%
$177.2M0.7%$89.34
0
2025-Q1
Decreased
2.1M
-36.7%
$195.2M0.7%$88.30
0
2024-Q4
Increased
3.3M
+8.7%
$301.3M1.0%$85.71
47
2024-Q3
Increased
3M
+6.7%
$289.8M0.9%$88.41
47
2024-Q2
Increased
2.8M
+1.5%
$260.3M0.9%$83.88
44
2024-Q1
Increased
2.8M
+6.3%
$258.1M1.0%$83.64
46
2023-Q4
Increased
2.6M
+4.5%
$247.2M1.0%$83.95
51
2023-Q3
First report
2.5M
-
$223.4M1.1%$78.25
0

Other major holders of MBB: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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