Claro Advisors’s iShares MBS ETF MBB Stock Holding History

Claro 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	$481K	Buy	5,091 +820	+19%	+$77.5K	0.05%	274
2026 Q1	$405K	Buy	4,271 +1,158	+37%	+$111K	0.05%	286
2025 Q4	$296K	Sell	3,113 -2,425	-44%	-$231K	0.04%	328
2025 Q3	$527K	Sell	5,538 -1,590	-22%	-$149K	0.08%	213
2025 Q2	$669K	Sell	7,128 -10,727	-60%	-$994K	0.11%	169
2025 Q1	$1.67M	Buy	17,855 +430	+2%	+$39.8K	0.22%	81
2024 Q4	$1.6M	Sell	17,425 -2,504	-13%	-$233K	0.22%	86
2024 Q3	$1.91M	Buy	19,929 +12,400	+165%	+$1.17M	0.25%	82
2024 Q2	$691K	Sell	7,529 -1,115	-13%	-$102K	0.11%	193
2024 Q1	$799K	Sell	8,644 -15,671	-64%	-$1.45M	0.14%	168
2023 Q4	$2.29M	Sell	24,315 -1,046	-4%	-$93.8K	0.5%	41
2023 Q3	$2.25M	Buy	25,361 +5,399	+27%	+$493K	0.56%	36
2023 Q2	$1.86M	Buy	19,962 +16,850	+541%	+$1.58M	0.46%	41
2023 Q1	$295K	Buy	+3,112	New	+$294K	0.09%	253

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

Claro Advisors's MBB Position: Q2 2026 in Review

Claro Advisors increased its iShares MBS ETF (MBB) stake by 19% in Q2 2026, buying an estimated $77.5K and bringing the position to 5,091 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #274.

Claro Advisors first reported a position in MBB in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.29M in Q4 2023. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Claro Advisors held 5,091 shares of iShares MBS ETF worth $481K as of Q2 2026.
Claro Advisors bought 820 iShares MBS ETF shares in Q2 2026, an estimated $77.5K.
iShares MBS ETF made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #274 holding.
Claro Advisors first reported a position in iShares MBS ETF in Q1 2023 and has held it in 14 quarters since.
Claro Advisors's iShares MBS ETF position peaked at $2.29M in Q4 2023.
1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.