Clark Wealth Partners’s iShares MBS ETF MBB Stock Holding History

Clark Wealth Partners’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	-189	Closed	-$17.7K	–	598
2025 Q1	$17.7K	Buy	+189	New	+$17.5K	0.01%	160

Other funds holding MBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clark Wealth Partners's MBB Position: Q2 2025 in Review

Clark Wealth Partners sold out of iShares MBS ETF (MBB) in Q2 2025, closing a stake of 189 shares — an estimated $17.7K sold.

Clark Wealth Partners first reported a position in MBB in Q1 2025 and held it in 1 quarter. The position peaked at $17.7K in Q1 2025. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

Clark Wealth Partners reported no remaining iShares MBS ETF position as of Q2 2025 after selling out during the quarter.
Clark Wealth Partners sold 189 iShares MBS ETF shares in Q2 2025, an estimated $17.7K.
Clark Wealth Partners first reported a position in iShares MBS ETF in Q1 2025 and held it in 1 quarter.
Clark Wealth Partners's iShares MBS ETF position peaked at $17.7K in Q1 2025.
936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

Based on Clark Wealth Partners's 13F filing for Q2 2025, filed 4 Feb 2026.