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 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 $1.37T 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Claro Advisors's MBB Position: Q1 2026 in Review

Claro Advisors increased its iShares MBS ETF (MBB) stake by 37% in Q1 2026, buying an estimated $111K and bringing the position to 4,271 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #286.

Claro Advisors first reported a position in MBB in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.29M in Q4 2023. 1,020 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Claro Advisors held 4,271 shares of iShares MBS ETF worth $405K as of Q1 2026.
Claro Advisors bought 1,158 iShares MBS ETF shares in Q1 2026, an estimated $111K.
iShares MBS ETF made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #286 holding.
Claro Advisors first reported a position in iShares MBS ETF in Q1 2023 and has held it in 13 quarters since.
Claro Advisors's iShares MBS ETF position peaked at $2.29M in Q4 2023.
1,020 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.