Clarity Financial’s iShares MBS ETF MBB Stock Holding History

Clarity Financial’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	$111M	Buy	1,172,019 +611,445	+109%	+$57.8M	9.41%	1
2026 Q1	$53.2M	Buy	+560,574	New	+$53.6M	5.79%	2
2021 Q2	–	Sell	-42,548	Closed	-$4.61M	–	132
2021 Q1	$4.61M	Sell	42,548 -541,509	-93%	-$59.3M	0.93%	30
2020 Q4	$64.3M	Buy	+584,057	New	+$64.3M	15.38%	1

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clarity Financial's MBB Position: Q2 2026 in Review

Clarity Financial increased its iShares MBS ETF (MBB) stake by 109% in Q2 2026, buying an estimated $57.8M and bringing the position to 1,172,019 shares worth $111M. The position accounts for 9.41% of the portfolio, ranked #1.

Clarity Financial first reported a position in MBB in Q4 2020 and has held it in 4 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Clarity Financial held 1,172,019 shares of iShares MBS ETF worth $111M as of Q2 2026.
Clarity Financial bought 611,445 iShares MBS ETF shares in Q2 2026, an estimated $57.8M.
iShares MBS ETF made up 9.41% of Clarity Financial's portfolio in Q2 2026, its #1 holding.
Clarity Financial first reported a position in iShares MBS ETF in Q4 2020 and has held it in 4 quarters since.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.