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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

CLA (CliftonLarsonAllen) 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
2026
Q2 		$185M Buy
1,957,539
+45,425
+2% +$4.3M 2.43% 9
2026
Q1 		$182M Buy
1,912,114
+847,510
+80% +$81M 2.66% 9
2025
Q4 		$101M Buy
1,064,604
+49,015
+5% +$4.68M 1.53% 14
2025
Q3 		$96.6M Buy
1,015,589
+55,394
+6% +$5.2M 1.53% 16
2025
Q2 		$90.2M Buy
960,195
+18,484
+2% +$1.71M 1.51% 16
2025
Q1 		$88.3M Buy
941,711
+896,932
+2,003% +$83M 1.65% 15
2024
Q4 		$4.11M Sell
44,779
-916
-2% -$85.3K 0.08% 72
2024
Q3 		$4.38M Sell
45,695
-492
-1% -$46.5K 0.1% 72
2024
Q2 		$4.24M Sell
46,187
-1,395
-3% -$127K 0.09% 71
2024
Q1 		$4.4M Sell
47,582
-1,403
-3% -$130K 0.1% 69
2023
Q4 		$4.61M Sell
48,985
-3,724
-7% -$334K 0.11% 67
2023
Q3 		$4.68M Sell
52,709
-621
-1% -$56.8K 0.13% 62
2023
Q2 		$4.97M Sell
53,330
-5,385
-9% -$506K 0.14% 61
2023
Q1 		$5.56M Sell
58,715
-4,717
-7% -$445K 0.16% 60
2022
Q4 		$5.88M Buy
+63,432
New +$5.85M 0.22% 60
2022
Q3 		– Sell
-72,886
Closed -$7.11M – 130
2022
Q2 		$7.11M Sell
72,886
-1,872
-3% -$184K 0.3% 48
2022
Q1 		$7.62M Sell
74,758
-2,362
-3% -$247K 0.27% 55
2021
Q4 		$8.29M Buy
77,120
+3,156
+4% +$340K 0.3% 49
2021
Q3 		$8M Sell
73,964
-1,295
-2% -$140K 0.31% 48
2021
Q2 		$8.14M Buy
75,259
+9,832
+15% +$1.07M 0.33% 48
2021
Q1 		$7.09M Buy
65,427
+22,575
+53% +$2.47M 0.34% 46
2020
Q4 		$4.72M Sell
42,852
-6,516
-13% -$717K 0.23% 57
2020
Q3 		$5.45M Buy
49,368
+1,448
+3% +$160K 0.31% 50
2020
Q2 		$5.3M Buy
+47,920
New +$5.31M 0.32% 47
2019
Q4 		$3.85M Buy
35,587
+14,725
+71% +$1.59M 0.31% 45
2019
Q3 		$2.26M Buy
20,862
+7,086
+51% +$765K 0.2% 66
2019
Q2 		$1.48M Buy
13,776
+1,582
+13% +$168K 0.15% 68
2019
Q1 		$1.3M Buy
12,194
+937
+8% +$98.5K 0.14% 69
2018
Q4 		$1.18M Sell
11,257
-787
-7% -$81K 0.12% 95
2018
Q3 		$1.25M Sell
12,044
-39,245
-77% -$4.07M 0.12% 79
2018
Q2 		$5.34M Sell
51,289
-23,414
-31% -$2.43M 0.52% 38
2018
Q1 		$7.82M Buy
74,703
+20,982
+39% +$2.2M 0.78% 33
2017
Q4 		$5.73M Buy
+53,721
New +$5.73M 0.59% 36
2017
Q2 		– Sell
-49,020
Closed -$5.22M – 135
2017
Q1 		$5.22M Sell
49,020
-66,851
-58% -$7.1M 0.58% 34
2016
Q4 		$12.3M Buy
115,871
+38,761
+50% +$4.19M 1.41% 19
2016
Q3 		$8.49M Buy
77,110
+9,600
+14% +$1.06M 1.04% 27
2016
Q2 		$7.42M Buy
67,510
+31,781
+89% +$3.48M 1.07% 19
2016
Q1 		$3.91M Buy
35,729
+23,069
+182% +$2.51M 0.61% 34
2015
Q4 		$1.36M Buy
+12,660
New +$1.38M 0.23% 64
2015
Q3 		– Sell
-6,399
Closed -$695K – 140
2015
Q2 		$695K Buy
+6,399
New +$701K 0.14% 87

Other funds holding MBB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's MBB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares MBS ETF (MBB) stake by 2.4% in Q2 2026, buying an estimated $4.3M and bringing the position to 1,957,539 shares worth $185M. The position accounts for 2.43% of the portfolio, ranked #9.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MBB in Q2 2015 and has held it in 40 quarters since. 439 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 1,957,539 shares of iShares MBS ETF worth $185M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 45,425 iShares MBS ETF shares in Q2 2026, an estimated $4.3M.
  • iShares MBS ETF made up 2.43% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares MBS ETF in Q2 2015 and has held it in 40 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.