Clark Capital Management Group’s iShares MBS ETF MBB Stock Holding History

Clark Capital Management Group’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
2025 Q2	–	Sell	-22,768	Closed	-$2.14M	–	452
2025 Q1	$2.14M	Buy	+22,768	New	+$2.11M	0.02%	259
2024 Q4	–	Sell	-71,760	Closed	-$6.88M	–	440
2024 Q3	$6.88M	Buy	+71,760	New	+$6.78M	0.05%	168
2023 Q1	–	Sell	-24,314	Closed	-$2.26M	–	357
2022 Q4	$2.26M	Buy	+24,314	New	+$2.24M	0.02%	204
2020 Q2	–	Sell	-23,631	Closed	-$2.61M	–	324
2020 Q1	$2.61M	Sell	23,631 -28,746	-55%	-$3.13M	0.07%	155
2019 Q4	$5.66M	Buy	52,377 +3,948	+8%	+$427K	0.12%	134
2019 Q3	$5.25M	Buy	48,429 +3,168	+7%	+$342K	0.12%	135
2019 Q2	$4.87M	Buy	+45,261	New	+$4.82M	0.1%	145

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 22.9% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Clark Capital Management Group's MBB Position: Q2 2025 in Review

Clark Capital Management Group sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 22,768 shares — an estimated $2.14M sold.

Clark Capital Management Group first reported a position in MBB in Q2 2019 and held it in 7 quarters. The position peaked at $6.88M in Q3 2024. 942 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

Clark Capital Management Group reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
Clark Capital Management Group sold 22,768 iShares MBS ETF shares in Q2 2025, an estimated $2.14M.
Clark Capital Management Group first reported a position in iShares MBS ETF in Q2 2019 and held it in 7 quarters.
Clark Capital Management Group's iShares MBS ETF position peaked at $6.88M in Q3 2024.
942 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Clark Capital Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.