Clearwater Capital Advisors’s iShares MBS ETF MBB Stock Holding History

Clearwater Capital 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	$32.9M	Buy	348,023 +22,987	+7%	+$2.17M	2.41%	14
2026 Q1	$30.9M	Buy	325,036 +13,771	+4%	+$1.32M	2.49%	14
2025 Q4	$29.6M	Sell	311,265 -10,408	-3%	-$993K	2.47%	13
2025 Q3	$30.6M	Buy	321,673 +21,828	+7%	+$2.05M	2.61%	12
2025 Q2	$28.2M	Buy	299,845 +3,313	+1%	+$307K	2.57%	12
2025 Q1	$27.8M	Buy	296,532 +7,991	+3%	+$739K	2.69%	11
2024 Q4	$26.5M	Buy	288,541 +25,155	+10%	+$2.34M	2.59%	11
2024 Q3	$25.2M	Buy	263,386 +8,315	+3%	+$786K	2.46%	11
2024 Q2	$23.4M	Buy	255,071 +9,500	+4%	+$865K	2.48%	10
2024 Q1	$22.7M	Buy	245,571 +22,892	+10%	+$2.12M	2.42%	11
2023 Q4	$20.9M	Sell	222,679 -144,778	-39%	-$13M	2.35%	11
2023 Q3	$32.6M	Buy	+367,457	New	+$33.6M	4%	11
2021 Q3	–	Sell	-2,780	Closed	-$301K	–	171
2021 Q2	$301K	Sell	2,780 -335,564	-99%	-$36.4M	0.04%	137
2021 Q1	$36.7M	Buy	338,344 +45,861	+16%	+$5.02M	4.59%	5
2020 Q4	$32.2M	Buy	+292,483	New	+$32.2M	4.27%	7
2020 Q2	–	Sell	-5,570	Closed	-$615K	–	144
2020 Q1	$615K	Sell	5,570 -2,309	-29%	-$251K	0.13%	84
2019 Q4	$851K	Sell	7,879 -7,712	-49%	-$833K	0.14%	104
2019 Q3	$1.69M	Sell	15,591 -3,101	-17%	-$335K	0.3%	75
2019 Q2	$2.01M	Sell	18,692 -936	-5%	-$99.6K	0.37%	70
2019 Q1	$2.09M	Sell	19,628 -1,202	-6%	-$126K	0.39%	74
2018 Q4	$2.18M	Sell	20,830 -13,376	-39%	-$1.38M	0.48%	67
2018 Q3	$3.54M	Sell	34,206 -5,679	-14%	-$589K	0.69%	43
2018 Q2	$4.16M	Buy	39,885 +3,100	+8%	+$322K	0.85%	36
2018 Q1	$3.85M	Buy	36,785 +3,261	+10%	+$342K	0.79%	38
2017 Q4	$3.57M	Buy	33,524 +3,532	+12%	+$377K	0.78%	42
2017 Q3	$3.21M	Buy	29,992 +5,032	+20%	+$539K	0.75%	41
2017 Q2	$2.66M	Buy	24,960 +7,172	+40%	+$767K	0.68%	45
2017 Q1	$1.9M	Buy	17,788 +8,066	+83%	+$857K	0.52%	58
2016 Q4	$1.03M	Buy	+9,722	New	+$1.05M	0.36%	77

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

Clearwater Capital Advisors's MBB Position: Q2 2026 in Review

Clearwater Capital Advisors increased its iShares MBS ETF (MBB) stake by 7.1% in Q2 2026, buying an estimated $2.17M and bringing the position to 348,023 shares worth $32.9M. The position accounts for 2.41% of the portfolio, ranked #14.

Clearwater Capital Advisors first reported a position in MBB in Q4 2016 and has held it in 29 quarters since. The position peaked at $36.7M in Q1 2021. 1,021 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Clearwater Capital Advisors held 348,023 shares of iShares MBS ETF worth $32.9M as of Q2 2026.
Clearwater Capital Advisors bought 22,987 iShares MBS ETF shares in Q2 2026, an estimated $2.17M.
iShares MBS ETF made up 2.41% of Clearwater Capital Advisors's portfolio in Q2 2026, its #14 holding.
Clearwater Capital Advisors first reported a position in iShares MBS ETF in Q4 2016 and has held it in 29 quarters since.
Clearwater Capital Advisors's iShares MBS ETF position peaked at $36.7M in Q1 2021.
1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

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