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Clearwave Capital’s iShares MBS ETF MBB Stock Holding History

Clearwave Capital’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 		$281K Sell
2,975
-1,294
-30% -$122K 0.16% 123
2026
Q1 		$405K Buy
4,269
+21
+0.5% +$2.01K 0.28% 84
2025
Q4 		$405K Buy
+4,248
New +$405K 0.3% 80

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

Clearwave Capital's MBB Position: Q2 2026 in Review

Clearwave Capital reduced its iShares MBS ETF (MBB) stake by 30% in Q2 2026, selling an estimated $122K and leaving 2,975 shares worth $281K. The position accounts for 0.16% of the portfolio, ranked #123.

Clearwave Capital first reported a position in MBB in Q4 2025 and has held it in 3 quarters since. The position peaked at $405K in Q1 2026. 1,018 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Clearwave Capital held 2,975 shares of iShares MBS ETF worth $281K as of Q2 2026.
  • Clearwave Capital sold 1,294 iShares MBS ETF shares in Q2 2026, an estimated $122K.
  • iShares MBS ETF made up 0.16% of Clearwave Capital's portfolio in Q2 2026, its #123 holding.
  • Clearwave Capital first reported a position in iShares MBS ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearwave Capital's iShares MBS ETF position peaked at $405K in Q1 2026.
  • 1,018 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Clearwave Capital's 13F filing for Q2 2026, filed 20 Jul 2026.