Clear Creek Financial Management’s iShares MBS ETF MBB Stock Holding History

Clear Creek Financial Management’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	$1.34M	Buy	14,103 +8,417	+148%	+$804K	0.1%	209
2025 Q4	$541K	Buy	5,686 +442	+8%	+$42.2K	0.04%	363
2025 Q3	$499K	Sell	5,244 -66	-1%	-$6.2K	0.04%	367
2025 Q2	$499K	Sell	5,310 -4,892	-48%	-$453K	0.05%	344
2025 Q1	$957K	Sell	10,202 -1,097	-10%	-$101K	0.1%	194
2024 Q4	$1.04M	Buy	11,299 +522	+5%	+$48.6K	0.11%	187
2024 Q3	$1.03M	Buy	10,777 +1,214	+13%	+$115K	0.12%	167
2024 Q2	$878K	Sell	9,563 -560	-6%	-$51K	0.11%	176
2024 Q1	$936K	Buy	10,123 +1	+0%	+$92	0.12%	156
2023 Q4	$952K	Buy	10,122 +6,650	+192%	+$596K	0.15%	119
2023 Q3	$308K	Sell	3,472 -298	-8%	-$27.2K	0.05%	235
2023 Q2	$352K	Buy	+3,770	New	+$355K	0.06%	220
2023 Q1	–	Sell	-2,267	Closed	-$210K	–	322
2022 Q4	$210K	Sell	2,267 -5,231	-70%	-$482K	0.05%	265
2022 Q3	$687K	Buy	7,498 +4,202	+127%	+$407K	0.15%	117
2022 Q2	$321K	Buy	+3,296	New	+$323K	0.07%	208

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

Clear Creek Financial Management's MBB Position: Q1 2026 in Review

Clear Creek Financial Management increased its iShares MBS ETF (MBB) stake by 148% in Q1 2026, buying an estimated $804K and bringing the position to 14,103 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #209.

Clear Creek Financial Management first reported a position in MBB in Q2 2022 and has held it in 15 quarters since. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

Clear Creek Financial Management held 14,103 shares of iShares MBS ETF worth $1.34M as of Q1 2026.
Clear Creek Financial Management bought 8,417 iShares MBS ETF shares in Q1 2026, an estimated $804K.
iShares MBS ETF made up 0.1% of Clear Creek Financial Management's portfolio in Q1 2026, its #209 holding.
Clear Creek Financial Management first reported a position in iShares MBS ETF in Q2 2022 and has held it in 15 quarters since.
1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.