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Clearstead Advisors’s iShares MBS ETF MBB Stock Holding History

Clearstead 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 		$186K Buy
1,966
+135
+7% +$12.8K ﹤0.01% 1086
2026
Q1 		$174K Buy
1,831
+688
+60% +$65.7K ﹤0.01% 1015
2025
Q4 		$109K Sell
1,143
-627
-35% -$59.8K ﹤0.01% 1104
2025
Q3 		$168K Sell
1,770
-1,426
-45% -$134K ﹤0.01% 915
2025
Q2 		$300K Buy
3,196
+173
+6% +$16K ﹤0.01% 762
2025
Q1 		$283K Buy
3,023
+358
+13% +$33.1K ﹤0.01% 729
2024
Q4 		$244K Buy
2,665
+228
+9% +$21.2K ﹤0.01% 795
2024
Q3 		$233K Sell
2,437
-267
-10% -$25.2K ﹤0.01% 801
2024
Q2 		$248K Buy
2,704
+2,364
+695% +$215K ﹤0.01% 744
2024
Q1 		$30.9K Buy
340
+1
+0.3% +$92 ﹤0.01% 864
2023
Q4 		$31.9K Buy
339
+72
+27% +$6.46K ﹤0.01% 853
2023
Q3 		$23.7K Hold
267
– – ﹤0.01% 863
2023
Q2 		$24.9K Hold
267
– – ﹤0.01% 861
2023
Q1 		$25.3K Hold
267
– – ﹤0.01% 805
2022
Q4 		$24.8K Buy
+267
New +$24.6K ﹤0.01% 760
2022
Q2 		– Sell
-679
Closed -$69K – 1375
2022
Q1 		$69K Buy
679
+260
+62% +$27.1K ﹤0.01% 628
2021
Q4 		$45K Buy
+419
New +$45.1K ﹤0.01% 674
2021
Q3 		– Sell
-321
Closed -$35K – 1350
2021
Q2 		$35K Buy
321
+241
+301% +$26.1K ﹤0.01% 615
2021
Q1 		$9K Hold
80
– – ﹤0.01% 795
2020
Q4 		$9K Hold
80
– – ﹤0.01% 734
2020
Q3 		$9K Buy
+80
New +$8.85K ﹤0.01% 677
2018
Q1 		– Sell
-2,480
Closed -$264K – 229
2017
Q4 		$264K Buy
+2,480
New +$265K 0.04% 196

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clearstead Advisors's MBB Position: Q2 2026 in Review

Clearstead Advisors increased its iShares MBS ETF (MBB) stake by 7.4% in Q2 2026, buying an estimated $12.8K and bringing the position to 1,966 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Clearstead Advisors first reported a position in MBB in Q4 2017 and has held it in 22 quarters since. The position peaked at $300K in Q2 2025. 1,026 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Clearstead Advisors held 1,966 shares of iShares MBS ETF worth $186K as of Q2 2026.
  • Clearstead Advisors bought 135 iShares MBS ETF shares in Q2 2026, an estimated $12.8K.
  • iShares MBS ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1086 holding.
  • Clearstead Advisors first reported a position in iShares MBS ETF in Q4 2017 and has held it in 22 quarters since.
  • Clearstead Advisors's iShares MBS ETF position peaked at $300K in Q2 2025.
  • 1,026 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.