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Clearview Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

Clearview Wealth 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
2025
Q4 		$1.6M Buy
16,809
+709
+4% +$67.6K 1.01% 25
2025
Q3 		$1.53M Buy
16,100
+614
+4% +$57.7K 0.98% 26
2025
Q2 		$1.45M Sell
15,486
-132
-0.8% -$12.2K 1.01% 26
2025
Q1 		$1.46M Sell
15,618
-3,263
-17% -$302K 1.09% 24
2024
Q4 		$1.73M Buy
18,881
+934
+5% +$87K 1.32% 18
2024
Q3 		$1.72M Buy
17,947
+1,826
+11% +$173K 1.33% 19
2024
Q2 		$1.48M Sell
16,121
-13,201
-45% -$1.2M 1.29% 19
2024
Q1 		$2.71M Buy
29,322
+17,629
+151% +$1.63M 2.77% 5
2023
Q4 		$1.1M Buy
11,693
+812
+7% +$72.8K 1.28% 21
2023
Q3 		$966K Buy
10,881
+264
+2% +$24.1K 1.2% 20
2023
Q2 		$990K Sell
10,617
-1,490
-12% -$140K 1.01% 23
2023
Q1 		$1.15M Sell
12,107
-18,050
-60% -$1.7M 1.16% 17
2022
Q4 		$2.8M Buy
30,157
+11,431
+61% +$1.05M 2.16% 10
2022
Q3 		$1.72M Sell
18,726
-510
-3% -$49.4K 1.36% 14
2022
Q2 		$1.88M Sell
19,236
-3,750
-16% -$368K 1.4% 14
2022
Q1 		$2.34M Buy
22,986
+1,803
+9% +$188K 1.54% 13
2021
Q4 		$2.28M Sell
21,183
-21,694
-51% -$2.34M 1.39% 17
2021
Q3 		$4.64M Buy
42,877
+18,085
+73% +$1.96M 2.94% 8
2021
Q2 		$2.68M Buy
24,792
+917
+4% +$99.4K 1.66% 13
2021
Q1 		$2.59M Sell
23,875
-5,885
-20% -$645K 1.68% 12
2020
Q4 		$3.28M Buy
+29,760
New +$3.28M 2.2% 12

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Clearview Wealth Advisors's MBB Position: Q4 2025 in Review

Clearview Wealth Advisors increased its iShares MBS ETF (MBB) stake by 4.4% in Q4 2025, buying an estimated $67.6K and bringing the position to 16,809 shares worth $1.6M. The position accounts for 1.01% of the portfolio, ranked #25.

Clearview Wealth Advisors first reported a position in MBB in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.64M in Q3 2021. 1,018 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • Clearview Wealth Advisors held 16,809 shares of iShares MBS ETF worth $1.6M as of Q4 2025.
  • Clearview Wealth Advisors bought 709 iShares MBS ETF shares in Q4 2025, an estimated $67.6K.
  • iShares MBS ETF made up 1.01% of Clearview Wealth Advisors's portfolio in Q4 2025, its #25 holding.
  • Clearview Wealth Advisors first reported a position in iShares MBS ETF in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's iShares MBS ETF position peaked at $4.64M in Q3 2021.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.