Total Clarity Wealth Management’s iShares MBS ETF MBB Stock Holding History

Total Clarity Wealth 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 Q2	$346K	Sell	3,658 -895	-20%	-$84.6K	0.07%	277
2026 Q1	$432K	Buy	4,553 +1,270	+39%	+$121K	0.1%	197
2025 Q4	$313K	Buy	3,283 +990	+43%	+$94.4K	0.08%	229
2025 Q3	$218K	Buy	2,293 +86	+4%	+$8.08K	0.06%	263
2025 Q2	$207K	Buy	+2,207	New	+$205K	0.06%	272
2022 Q3	–	Sell	-24	Closed	-$2K	–	664
2022 Q2	$2K	Buy	+24	New	+$2.35K	﹤0.01%	934
2022 Q1	–	Sell	-37	Closed	-$4K	–	620
2021 Q4	$4K	Sell	37 -25	-40%	-$2.69K	﹤0.01%	842
2021 Q3	$7K	Buy	+62	New	+$6.72K	﹤0.01%	760
2021 Q2	–	Sell	-623	Closed	-$68K	–	506
2021 Q1	$68K	Buy	+623	New	+$68.2K	0.04%	294

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

Total Clarity Wealth Management's MBB Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its iShares MBS ETF (MBB) stake by 20% in Q2 2026, selling an estimated $84.6K and leaving 3,658 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #277.

Total Clarity Wealth Management first reported a position in MBB in Q1 2021 and has held it in 9 quarters since. The position peaked at $432K in Q1 2026. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

Total Clarity Wealth Management held 3,658 shares of iShares MBS ETF worth $346K as of Q2 2026.
Total Clarity Wealth Management sold 895 iShares MBS ETF shares in Q2 2026, an estimated $84.6K.
iShares MBS ETF made up 0.07% of Total Clarity Wealth Management's portfolio in Q2 2026, its #277 holding.
Total Clarity Wealth Management first reported a position in iShares MBS ETF in Q1 2021 and has held it in 9 quarters since.
Total Clarity Wealth Management's iShares MBS ETF position peaked at $432K in Q1 2026.
1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.